October 18, 2004 Vol. IX, No. 5

Financially Fit for Retirement? Fall Forum Will Help

A two-evening financial planning forum for those whose "nest eggs" may not carry them comfortably through retirement will be hosted at Cal State Northridge from 6:308:30 p.m. Tuesday, Nov. 9 and 16.

Offered free of charge by CSUN's Finance, Real Estate and Insurance Department, its affiliated Center for Financial Services and the Center for Insurance Education and Research, the forum will be open to Northridge's faculty, staff and neighboring residents who lack a solid financial plan for a secure retirement future.

"As we reach retirement age, many of us will find ourselves with insufficient financial assets to support the lifestyles we want," said Finance, Real Estate and Insurance Department chair William Jennings.

By attending the forum, guests will become part of an academic and practical research project, undertaken by the university and collaborators to better understand why saving enough for retirement proves to be so difficult for so many. To protect the privacy of participants, names and addresses will not be shared with anyone, Jennings said. In addition, no products or services will be sold or offered.

With the help of the university and the centers, guests also will begin the process of developing sound and realistic financial plans.

Sadly, Jennings noted, many retirees discover too late that retirement costs more than they thought, that they will live longer than they realized, and that Social Security and a small retirement fund may not adequately support the retirement they had envisioned.

For forum reservations and information, call the department office at (818) 677-2459.

@csun | October 18, 2004 issue
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