THOUSAND OAKS : Estate Planning Workshop at CLU
A public workshop on financial and estate planning will be held tonight at Cal Lutheran University.
Speakers at the workshop “Wealth: Once You Have It, How to Keep It” will discuss investing in a changing world economy, the pitfalls and benefits of living trusts and wills, and money management for the very rich.
“This workshop is designed optimally for people with a net worth in the area of a million dollars or for singles with a net worth of $500,000,” said Mark Kastleman, vice president of Estate and Foundation Services in Simi Valley and a speaker at the workshop.
“We expect that 70% of our audience will be under that level, but they will benefit as well.”
In addition to Kastleman, other speakers will include Stephen Bunting, vice president of Prudential Securities Inc. in Oxnard, and Ted Muegenburg of Muegenburg, Norman and Dowler in Ventura.
Admission to the seminar is free. It starts at 6 p.m. at CLU’s Nelson Room, at Olsen Road and Mount Cleff Boulevard. For more information, call 1-800-729-5791.
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