University of California, Riverside

Palm Desert Center



Money Matters


Money Matters

A special presentation by UCR Osher

These financial wellness workshops, sponsored by UCR Osher and the UCR Office of Gift Planning, provide information on topics that can improve your financial health. Experts from the legal, accounting and financial planning fields will share their knowledge with you. Workshops will be held at UCR Palm Desert, 75080 Frank Sinatra Drive, Palm Desert.

This series is free to Osher members.

Upcoming:

We will continue to workshops for this popular series. You will find information here when we confirm topics as dates. Thank you to everyone who has

Previously:

Jan. 28, 2015: Taking Control of Your Retirement

Did you know some of the tactics used by the super-rich to grow their wealth and save on taxes are available to you? We'll take a peek at tax returns, court cases, and estate plans of the rich and famous to see what worked for them (or didn't). Learn how ordinary people can take advantage of these effective strategies too!

Jan. 21, 2015: The Shell Game

Did you know some of the tactics used by the super-rich to grow their wealth and save on taxes are available to you? We'll take a peek at tax returns, court cases, and estate plans of the rich and famous to see what worked for them (or didn't). Learn how ordinary people can take advantage of these effective strategies too!

Jan. 14, 2015: Common Mistakes in Estate Planning

You've set a resolution to create your estate plan. So now what? How do you get started? An estate planning attorney will walk you through the basics of creating a plan and discuss the most common mistakes that people make -- and how to avoid them.

Oct. 29, 2014: Practical Tax Tips and Myth Busters

As the year comes to a close, an experienced CPA will offer simple ways to get your ducks in a row so your next filing will be a more positive experience. We'll look at tax issues that affect family decisions and and get practical money-saving tips for retirees and people planning to retire. You'll learn how to plan your income and taxes for a clearer picture of what your return will look like.

Oct. 22, 2014: Do Well By Doing Good: Gifts That Pay You Income

Some techniques used by the super wealthy to grow income and get tax breaks are available to you. For instance, did you know that charitable gifts can pay money back to you and your family for life? We'll explore ways to accomplish your planning needs, like boosting your retirement income, and make a positive impact in the community.

Oct. 15, 2014: Taking Control of Your Retirement

The last few years have left many of us unsure of how to plan for the future. This seminar will help you feel more empowered about your retirement, whether you're already retired or just planning to. You'll also learn about the timing of Social Security benefits and how that can fit into your big picture.

Oct. 8, 2014: Estate Planning Made Simple

Most people think that estate planning is about deciding who should get your belongings, but a good estate plan can do much more. We'll walk you through the basics of creating a plan and answer questions like: What are the benefits of a trust versus a will? Who's in charge when you can't make decisions for yourself? What are the essential parts of a plan?

More Information 

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

Department Information

UCR Palm Desert Center
75080 Frank Sinatra Drive
Palm Desert, CA 92211

Tel: (760) 834-0800
Fax: (760) 834-0796
E-mail: palmdesert@ucr.edu

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