Finance 102: Cybersecurity and Partnering with FBI
Presenter: Enrique Alvarez, Supervisory Special Agent of FBI San Francisco’s Cyber Branch
Thursday, September 16, 2021
7:00 – 8:30 pm

Supervisory Special Agent Enrique Alvarez of FBI San Francisco’s Cyber Branch will give a virtual presentation on cybersecurity and the how the FBI investigates cybercrime. SSA Alvarez will provide an overview of how malicious cyber actors perpetrate cybercrime and how they are organized. SSA Alvarez will conclude by describing best practices in how to protect yourself from being victimized by computer intrusion. Questions and answers will follow the presentation. 

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Finance 102: The Compelling Need for Trust and Estate Planning in Today’s Environment
Presenter: Joan Grimes, Attorney, Law Office of Joan Grimes
Thursday, September 23, 2021
7:00 – 8:30 pm

Join Joan Grimes, local Walnut Creek Attorney, and learn what’s new in estate planning in 2021 as well as a review of estate planning fundamentals.  Learn about proposition 19 and how it may affect your estate plan. There will also be a discussion of the proposed changes to the tax code as it relates to your estate plan. Questions and answers will follow the presentation. 

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An additional Finance 102 program will be presented on Thursday,  September 30, 2021. Program details will be made available shortly.


Watch the Finance 101 programs:

Finance 101: Social Security and Medicare: Get What’s Yours
Presenter: Ian B. Wetherell, Senior Director, Principal Global Investors
Thursday, April 22, 2021
7:00 – 8:30 pm

WATCH THE VIDEO HERE


Finance 101: Medi-Cal Eligibility Rules & Special Needs Planning Basics
Presenter: Kirsten Howe, Absolute Trust Counsel
Thursday, April 8, 2021
7:00 – 8:30 pm

 

WATCH THE VIDEO HERE


Finance 101: Why Should I Own Life Insurance
Presenters: JP McDermott & Jane Vidal, Financial Planners, MML Investors Services, LLC
Thursday, March 25, 2021
7:00 – 8:30 pm

WATCH THE VIDEO HERE 


Finance 101: U.S. 2021 Economic Outlook: Into the Stimulus Slingshot
Presenter: George Noceti, Senior Wealth Advisor, Morgan Stanley
Thursday, March 11, 2021
7:00 – 8:30 pm

 

WATCH THE VIDEO HERE


 

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