Torrance Memorial's
Professional Advisory Council (PAC) is a volunteer group of attorneys, financial planners, estate planners, and CPAs, brought together by the mission of educating the community on the benefits of charitable tax and estate planning.
As a part of PACs community outreach, this group of professionals has volunteered their time to conduct these informative, interactive, educational workshops on a variety of financial topics. These free workshops are strictly educational - no products or services will be sold to attendees.
All Session times: 9:00 a.m. to 11:00 a.m.
Location: Health Conference Center, Room 4
Please RSVP to Bert Stewart at 310-517-4728. For questions, please call Joe Ward at 310-784-4843.
Upcoming Workshop:
Planning Your Long Term Care Needs - Saturday, August 28
Stephen Connors, Certified Financial Planner; James Douglass, Financial Advisor
James B. Douglass, Second Vice President, Financial Planning Specialist, Guided Portfolio Manager
Experience Includes Executive Management and Business Ownership Certified Specialist in Planned Giving, Series 7 and 66 Licensed, Insurance Licensed Ph.D. and M.A. in Statistics, B.A. in Mathematics: Michigan State University Blue Chip Council - Smith Barney - 2008-2009, 2007-2008
Stephen F. Connors: Stephen has been in financial services for over thirty years, operating his own firm for the majority of that time. He brings a background in investments, insurance, taxation and estate planning to help his clients with retirement income planning and fee-based investment management.
He is a Certified Financial Planner® registrant and has a MBA degree. As a Registered Principal and Advisory Associate he offers securities and investment advisory services through Financial Network Investment Corporation, member SIPC. A longtime South Bay resident, Stephen has also been a bank officer and an accounting manager for an aerospace company. He has been actively involved with the Torrance Memorial Medical Center Health Care Foundation for many years.
When I'm 65 - Saturday, September 25
Peggy Fisher, CLTC, Certified Financial Planner; Derrick Kawamoto, Financial Consultant
Social Security Strategies - Saturday, October 23
Stephen Connors and Cristin Harris, Certified Financial Planner