[Faculty] FW: Lunch and Learn: Estate Planning, Wills & Trusts

[Arlene Gibson]

From: SDSU Benefits Office [mailto:tvallejo at mail.sdsu.edu] 
Sent: Friday, October 04, 2013 11:19 AM
To: SDSU Benefits Office
Subject: Lunch and Learn: Estate Planning, Wills & Trusts

 

Hello HR Liaisons of SDSU Employees:

 

In conjunction with our Employee Assistance Program, the Benefits Office is
hosting a "Lunch and Learn" on Tuesday, October 22, 2013 on Estate Planning,
Wills & Trusts. Estate Planning, Wills, and Trusts go hand in hand. This one
hour presentation covers the fundamentals of each topic below: 

 

.       Identify reasons for the importance of Estate Planning 

.       Identify assets to consider for Estate Planning 

.       Define key Estate Planning tools (Wills/Trusts, and their 

.       differences) 

.       Learn the process of Estate Planning 

.       Develop strategies for communicating about Estate Planning with
older relatives and other family members 

 

 

Please assist us in communicating this opportunity to your Faculty and
Staff.  Details regarding the event including location, time, topic, and
RSVP contact information can be found in the attached flyer.  

 

Can't make it to the Lunch and Learn?  Take advantage of resources available
to you by calling Aetna Resources for Living at 800-342-8111 or visiting
their website at  <http://www.horizoncarelink.com> www.horizoncarelink.com
(username: sdsu     password: eap).  

 

 

 

Jennifer Acfalle, SPHR-CA
Benefits & Workers' Compensation Manager
San Diego State University
5500 Campanile Drive
San Diego, CA 92182-1625

 

 

 


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