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| FINANCIAL SEMINARS 2009 Summer/Fall Schedule The Chaffey College Foundation in collaboration with Richard Finley, Independent Financial Advisor, Forrest F. Wolfe, Attorney and Counselor at Law, and the Chaffey Federal Credit Union, offers various financial seminars, open to the community, free of charge. You will learn valuable information and receive a free private consultation with our team of experts.
REAL ESTATE 101: Residential Real Estate
August 29, 9:00–10:30 a.m., Wargin Hall 112, Rancho Cucamonga Campus October 24, 9:00–10:30 a.m., Wargin Hall 112, Rancho Cucamonga Campus December 4, 9:00–10:30 a.m., Wargin Hall 112, Rancho Cucamonga Campus Instructors: Rich Migala/Ric Finley • Benefits of Home Ownership
• Current Market Conditions • Loss Mitigation and Foreclosure Prevention • Tax Issues and Strategies TRUST 102: What To Do When You Are Appointed A Trustee Of An Estate August 15, 9:00–10:30 a.m., Wargin Hall 102, Rancho Cucamonga Campus Instructor: Forrest Wolfe This class will look at three of the most popular trusts and how
they can save you thousands of dollars in legal fees, taxes and
expenses, while protecting your family! Basic information on
Living Trusts, Wealth Replacement Trust and Special Needs trusts.
Also you’ve been named executor/trustee– now what does that
mean? Review of responsibilities and how to go about getting
everything accomplished. This will help you get organized for the
estate of a loved one recently passed or how to prepare an estate for
the eventuality.
TRUST 101: Understanding The Basics Of Trrust Planning August 8, 9:00–10:30 a.m., Wargin Hall 102, Rancho Cucamonga Campus September 12, 9:00–10:30 a.m., Wargin Hall 102, Rancho Cucamonga Campus October 10, 9:00–10:30 a.m., Wargin Hall 102, Rancho Cucamonga Campus November 14, 9:00–10:30 a.m., Wargin Hall 102, Rancho Cucamonga Campus Instructor: Forrest Wolfe There are many different types of trust arrangements. This
class will look at three of the most popular trust and how
they can save you thousands of dollars in legal fees, taxes
and expenses, while protecting your family!
Living Trust—Get the straight story on Today’s most popular trust arrangement. If you already have one, when was the last time it was reviewed? Do you know if it will still work today the way you had intended? Wealth Replacement Trust—A simple trust that can save you and your heirs thousands of dollars. Would you like to establish financial security for your family? This trust can help! Special Needs Trust—A trust arrangement designed for those with special needs who may be receiving government entitlements such as SSI and Medicare. Proper trust planning can protect these valuable resources and still allow an inheritance to benefit a person with a disability. MORTGAGE FINANCE 101: Residential Real Estate Finance September 19, 9:00–10:30 a.m., Wargin Hall 112, Rancho Cucamonga Campus October 3, 9:00–10:30 a.m., Wargin Hall 112, Rancho Cucamonga Campus Instructors: Rich Migala/Ric Finley • Current Financing Options
• Loan Modifications and Foreclosure Prevention • Government Plans and Assistance • Reverse Mortgages Presenters
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