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How to Protect the Bloodline With Your Estate

Jan. 14 Program Targets Retirement Planning and Family Business

What:

Personal finance adviser and author Alan Half will discuss various issues surrounding retirement planning, including taxation, income planning and estate planning as it relates to family business owners, during a Jan. 14 program sponsored by Cal State Fullerton’s Family Business Council.

When:

7:30 a.m.
Wednesday, Jan. 14

Where:

Scott O’Brien Innovation Center, Room 3230 of Mihaylo Hall
Cal State Fullerton, 800 N. State College Blvd., Fullerton

Background:

The Family Business Council, part of CSUF’s Steven G. Mihaylo College of Business and Economics, is a partnership between the business community and university. Its mission is to enhance the well-being and survivability of family businesses by providing opportunities for education, interaction and information tailored to business needs and concerns.

Cost:

Free to first-time family business attendees interested in becoming a member of the Family Business Council. Reservations are required and can be made by calling Robbin Bretzing at 657-278-4182 or by email at fbc@fullerton.edu.

Upcoming Programs:

Feb. 11 — “Business Dilemma: When to Tell the Kids What They’re Worth”

April 15 — “Trials Tested in the Trenches … From Problems to Success”

Media Contacts:
Mike Trueblood, director of the Family Business Council, 657-278-4182 or mtrueblood@fullerton.edu
Pamela McLaren, Public Affairs, 657-278-4852 or pmclaren@fullerton.edu