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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif";mso-fareast-language:EN-US'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif";mso-fareast-language:EN-US'> SDSU Benefits Office [mailto:tvallejo@mail.sdsu.edu] <br><b>Sent:</b> Friday, October 04, 2013 11:19 AM<br><b>To:</b> SDSU Benefits Office<br><b>Subject:</b> Lunch and Learn: Estate Planning, Wills & Trusts<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#254061'>Hello HR Liaisons of SDSU Employees:<o:p></o:p></span></p><p class=MsoNormal><span style='color:#254061'><o:p> </o:p></span></p><p class=Default><span style='color:#254061'>In conjunction with our Employee Assistance Program, the Benefits Office is hosting a “Lunch and Learn” on Tuesday, October 22, 2013 on <b><i>Estate Planning, Wills & Trusts. </i></b></span><span style='color:#254061;mso-fareast-language:EN-US'>Estate Planning, Wills, and Trusts go hand in hand. This one hour presentation covers the fundamentals of each topic below: <o:p></o:p></span></p><p class=Default><span style='color:#254061;mso-fareast-language:EN-US'><o:p> </o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;text-autospace:none'><![if !supportLists]><span style='font-size:12.0pt;font-family:Symbol;color:#254061;mso-fareast-language:EN-US'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:12.0pt;color:#254061;mso-fareast-language:EN-US'>Identify reasons for the importance of Estate Planning <o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;text-autospace:none'><![if !supportLists]><span style='font-size:12.0pt;font-family:Symbol;color:#254061;mso-fareast-language:EN-US'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:12.0pt;color:#254061;mso-fareast-language:EN-US'>Identify assets to consider for Estate Planning <o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;text-autospace:none'><![if !supportLists]><span style='font-size:12.0pt;font-family:Symbol;color:#254061;mso-fareast-language:EN-US'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:12.0pt;color:#254061;mso-fareast-language:EN-US'>Define key Estate Planning tools (Wills/Trusts, and their <o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;text-autospace:none'><![if !supportLists]><span style='font-size:12.0pt;font-family:Symbol;color:#254061;mso-fareast-language:EN-US'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:12.0pt;color:#254061;mso-fareast-language:EN-US'>differences) <o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;text-autospace:none'><![if !supportLists]><span style='font-size:12.0pt;font-family:Symbol;color:#254061;mso-fareast-language:EN-US'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:12.0pt;color:#254061;mso-fareast-language:EN-US'>Learn the process of Estate Planning <o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;text-autospace:none'><![if !supportLists]><span style='font-size:12.0pt;font-family:Symbol;color:#254061;mso-fareast-language:EN-US'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:12.0pt;color:#254061;mso-fareast-language:EN-US'>Develop strategies for communicating about Estate Planning with older relatives and other family members <o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><b><i><span style='font-size:12.0pt;color:#254061'><o:p> </o:p></span></i></b></p><p class=MsoNormal style='text-autospace:none'><b><i><span style='font-size:12.0pt;color:#254061'><o:p> </o:p></span></i></b></p><p class=MsoNormal style='text-autospace:none'><span style='color:#254061'>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. <o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='color:#254061'><o:p> </o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='color:#254061'>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 <a href="http://www.horizoncarelink.com"><span style='color:#254061'>www.horizoncarelink.com</span></a> (username: sdsu password: eap). <o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal style='margin-bottom:12.0pt'><span style='color:#244061'>Jennifer Acfalle, SPHR-CA<br>Benefits & Workers’ Compensation Manager<br>San Diego State University<br>5500 Campanile Drive<br>San Diego, CA 92182-1625</span><o:p></o:p></p><p class=MsoNormal><span style='color:#244061'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#244061'><o:p> </o:p></span></p><p class=MsoNormal><o:p> </o:p></p></div><br />--
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