WALNUT CREEK -- The Walnut Creek Library Foundation will present a series of four free financial workshops on Friday mornings in October, the first being "Finance 101," at 11 a.m. Oct. 4 in the Oak View Room at the Walnut Creek Library downtown.

That session will be led by Ward Pynn, a partner with PMB Helin Donovan CPA.

The workshop speakers -- investment experts, CPAs and others who know about retirement planning -- will discuss how to fund college, income investing and asset allocation, retirement planning, estate planning and charitable giving.

Other planned sessions include:

  • Oct. 11, "Income Investing," with Jude Bedell and Meredith Rosen, Bedell Frazier Investment Counselling, LLC.

  • Oct. 18, "How to Create Sustainable Income in Retirement," with George Noceti, chartered retirement specialist, wealth adviser and senior partner with the Integra Group at Morgan Stanley in Walnut Creek.

  • Oct. 25, "Estate Planning and Charitable Giving Under the New Laws," with Gordon Baker, Jr., attorney and certified specialist in estate planning, trust and probate law with 30 years of experience.

    Each program is free, and attendees can go to any class, or all of them. To register, go to www.wclibrary.org



    Advertisement