Rancho Christian Family & Finance Series

Thanks to the generous support of Charles Schwab, Rancho Christian School is thrilled to offer an informative set of speaking events designed to educate and inspire fiscal planning at all stages of life. Topics lead by experts in their fields include family budgets, college planning, generational wealth transfers, wills and estate plans, hidden tax benefits, retirement saving and spending and so much more!

Session 1: September 15, 2017 • 8:00 am - 9:00 am

Taking Care of Loved Ones:
Estate and Family Financial Planning

Estate planning doesn’t have to be intimidating - in fact, it’s fairly easy to take care of your family’s finances when you know the right questions to ask. A well-crafted estate plan can help you take inventory of your assets now and plan for your family’s financial future. In this estate planning seminar, you can learn about resources to help you manage your assets during your lifetime, provide direction for distribution of assets and inheritance in the future, and make things easier for those you care about.

  • Speaker: Mr. Matt Zuccaro, MS, CFP, CWS
  • Location: Elementary Building Room C105
  • A light breakfast will be served (Please RSVP Below)
  • This event is free of charge
  • *Rancho Grandparents are invited to Grandparent’s Day Festivities:
    • 9:00 am: Preschool Grandparent’s Day Festivities
    • 9:00 am-10:15 am: Tour Elementary Elective Classrooms
    • 10:30 am: Elementary School Grandparent’s Day Festivities

Please RSVP so that we can have an accurate count for food and meeting space:

Name *
Name
Rancho Family & Finance Session 1: September 15, 2017, 8:00 am

Future Dates

  • November 2, 2017
    Giving with IMPACT: Taking advantage of year-end giving strategies and tax benefits
  • January 18, 2018
    Planning Today for Tomorrow: Retirement planning for spending and saving
  • March 22, 2018
    Street Smart, Book Smart, Money Smart: Teaching kids about money
  • May 3, 2018
    Do you KNOW who I am??? Protecting yourself from ID theft