The 5th Annual Financial Awareness Week
July 25th - July 29th
Calendar of Events

Monday – July 25, 2005

Social Security Overview
Presented by Meli Incardona, Director of Public Affairs, Social Security Administration
12:00pm - 1:00pm W.M. Keck Amphitheater, The Beckman Center for Chemical Sciences

This presentation will provide an overview of Social Security's current financial condition, and touch on topics such as eligibility, benefits, how and when to apply for benefits, Medicare, debunk Social Security myths and what the future holds for your benefits.

Tuesday – July 26, 2005

First Time Home Buyer/Refinancing
Presented by: Derric Melbourne – Mortgage Specialist and Curt Johnson - Realtor
10:00am – 11:00am W.M. Keck Amphitheater, The Beckman Center for Chemical Sciences

In this presentation you will find out how to finance a home in today’s market, first time buyer’s money-saving secrets and 8 tips every buyer must know. Discussion will also include market-smart improvements every seller should know, 9 deadly sins to avoid when buying a home and tips and strategies for buying rental properties.

First Time Home Buyer/Refinancing
Presented by: Derric Melbourne – Mortgage Specialist and Curt Johnson - Realtor
12:00pm – 1:00pm Institute for Childhood and Neglected Diseases Auditorium (ICND)

In this presentation you will find out how to finance a home in today’s market, first time buyer’s money-saving secrets and 8 tips every buyer must know. Discussion will also include market-smart improvements every seller should know, 9 deadly sins to avoid when buying a home and tips and strategies for buying rental properties.

Building Your Financial Future
Presented by: Hollie Washington, CFP®, CMFC, TIAA-CREF Individual & Institutional Services, LLC
12:00pm – 1:00pm W.M. Keck Amphitheater, The Beckman Center for Chemical Sciences

This financial seminar will outline an action plan for building a secure financial future for retirement, education, and personal savings. It also discusses obstacles to obtaining personal financial goals.

Individual Consultations with a TIAA-CREF Consultant
Morning and afternoon appointments will be available.

Wednesday – July 27, 2005

Retirement Income Advantage
Presented by: Joe Agresto, Vice President Regional Planning Consultant, Fidelity Personal Investments
12pm – 1pm W. M. Keck Amphitheater, The Beckman Center for Chemical Sciences

Knowing you can reach your retirement goals. That is retirement readiness. And you can start preparing for that big transition ahead at our hands-on workshop. At this event, you’ll take a look ahead at your retirement expenses, clarify your goals and understand your risks, adjust your plan now for a smooth transition into retirement. Proper planning for the years you will spend in retirement is essential to ensuring that you will have the income you need to live the lifestyle you want.

Individual Consultations with a Fidelity Consultant
To schedule call 1-800-642-7131.

Thursday – July 28, 2005

Year End Tax Planning
Presented by: Jason Laccone and Richard Patrick, Tax Professionals, The Society for Financial Awareness
10am – 11am Institute for Childhood and Neglected Diseases Auditorium (ICND)

In this session you will learn tax planning vs. tax preparation, determining the formula for one’s tax liability, current tax law changes, most common tax mistakes made by people, what to do in an IRS audit, the impact of taxes on investments and qualified plan distributions.

Retirement Investing
Presented by: Bobby Baker, Senior Client Specialist, American Century Investors
10am – 11am W. M. Keck Amphitheater, The Beckman Center for Chemical Sciences

This is a beginning level seminar that will explain the importance of saving for retirement based on the changes in life expectancy and the different sources of income that you will need to access during your retirement years. The session will also explain the meaning of asset allocation and diversification and the impact it can have on your retirement savings.

Year End Tax Planning
Presented by: Jason Laccone and Richard Patrick, Tax Professionals, The Society for Financial Awareness
12pm – 1pm W. M. Keck Amphitheater, The Beckman Center for Chemical Sciences

In this session you will learn tax planning vs. tax preparation, determining the formula for one’s tax liability, current tax law changes, most common tax mistakes made by people, what to do in an IRS audit, the impact of taxes on investments and qualified plan distributions.

Friday – July 29, 2005

Living Wills/Wills
Presented by Marie Cadwallader Draper, CFP
12pm – 1pm W. M. Keck Amphitheater, The Beckman Center for Chemical Sciences

This session will explain such issues as are your estate planning documents up to date, pour over wills, durable power of attorney and advanced healthcare directives.