Your Invitation To Financial Planning
In Today’s Economy

Tracy Community Center
Saturday, October 16, 2010
9:00 a.m. – 12:15 p.m.

“Asset Protection For Baby Boomers”

• 8:45 a.m. Registration
• 9:00 a.m. Keynote Speaker
• 9:30 a.m. Breakout Sessions

To learn more about the Financial Forum please contact the Foundation Office at 209-832-6052.

Hosted By:

• Central Valley Community Bank
• Tracy Sunrise Rotary Club
• Tracy Press

Presentations

• Charitable Giving & Bequests
• Estate Planning 101
• Retirement Planning
• Long Term Care Planning
• Aging In Place
• Economic Projections In Real Estate
• Healthy Connections: Medicare/Medi-Cal
• Tools For Financial Recovery
• Social Security