Free SMU Estate Planning Seminar: Planning for Retirement & Protecting Your Legacy

Preparing for retirement requires thoughtful planning of your finances to maximize the legacy you leave to your beneficiaries.

This free 60-minute seminar will include:

• Retirement planning specialist Brenda Knudsen of Fidelity Investments will review key retirement planning concepts, including income plans, key risks, the impact of taxes, and opportunities for tax-efficient charitable giving.
• David Little, estate planning attorney, will explain wills, trusts, and how to ensure your wishes are honored, your assets are protected, and your loved ones are cared for without unnecessary complications or probate delays. 

Date: Thursday, March 19, 2026

Schedule: 

• 3:45pm - 4:00pm - Refreshments
• 4:00pm - 5:00pm - Program
• 5:00pm - 5:30pm - Q&A and optional campus tour

Location: Samuel Merrit University, Oakland located at 525 12th Street Oakland. 10th floor room 1024

You are invited to arrive a few minutes early for refreshments and to enjoy the breathtaking bay view from SMU’s 10th floor.