Jewish Family Service hosts talk on money, legal matters

Raymond J. Lucia and Nancy A. Spector will present a program entitled “Discover the Secrets of Successful Aging: Are You Prepared?” from 2 to 5 p.m. Jan. 5 at the Lawrence Family Jewish Community Center, 4126 Executive Drive.

Lucica, of RJL Wealth Management, and Spector, an attorney specializing in estate planning, trust and probate law, will talk about what is needed to make informed decisions about the management and oversight of assets and investments, as well as evaluating when you can afford retirement.

Learn what documents to have in place (wills, trusts, insurance policies, etc.) and what happens when your papers are not in order.

Register online at www.jfssd.org/aging or call (858) 637-3223. The program is presented by Jewish Family Service.

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Posted by Phil Dailey on Dec 28, 2010. Filed under Community, La Jolla, News. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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