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The Psychology of Estate Planning (11/14) $25.00 $0.00

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Community Leadership Series

Community Leadership Series 2013

The Ventura County Community Foundation invites you to the Fall 2013 Community Leadership Series. These sessions focus on issues critical to the quality of life in Ventura County.  Designed to foster discussion among community stakeholders, policy makers and thought leaders, these presentations offer fresh, unbiased data specific to Ventura County and are perfect for those who want to learn more about the challenges and opportunities that face this place we call home.

 

 

The Psychology of Estate Planning

Thursday, November 14

4 p.m. - 6 p.m.  Refreshments Provided

Speaker: Michel Zelnick, The Zelnick Group


 

Does psychology really matter in estate planning? Certainly, everyone knows about the “inevitability of death, illness, and taxes”. Yet, many very smart people just don’t prepare for it. Why is that? It’s not about the lack of competent resources – experts abound with insightful and efficient approaches that can elegantly address all of an estate’s stakeholder needs. Yet, tragically, the subject is often ignored, handled poorly or, even worse, addressed too late – much to the frustration of professional advisors and others who are adversely affected. Often, it comes down to common psychological barriers. Business Therapist Michel Zelnick will discuss many of the key psychological issues that interfere with effective estate planning and, most importantly, what can be done about it.

 

Workforce Development Strategies for the Next Decade

 

Wednesday, October 23

 

11:30 a.m. - 1:30 p.m. Luncheon

 

 

 

Speakers:

 

-Michael Soules, Chair, Ventura County Workforce Investment Board

 

-Dr. Roger Rice, Deputy Superintendent
             Ventura 
County Office of Education

 

 

 

Whatever the future holds for Ventura County, economic prosperity rests on both a healthy business sector and a workforce able to earn a living so it can afford to live in high cost coastal California.  Ventura County residents split their work into Los Angeles, Santa Barbara and Ventura counties, accessing both career skills and opportunity in multiple ways.   For years, the Ventura County workforce has been the subject of discussion, dialog, concern and investment among many civic, educational, public and business partners – from the need expressed by local employers for employees with skills and talents to those searching for livable wages and work close enough to home.    

 

 

 

This session features two key players in this discussion – the Workforce Investment Board and our county school system.  Come and learn about new strategies now underway which align job training requirements with industry sectors that provide well-paying jobs and what is being done in our county wide school system to help prepare the vast majority of students who graduate into our workforce with skills, capacity and need.  

 


 

 

 

Family Philanthropy: Conveying a Philanthropic Legacy

 

Wednesday, October 30

 

11:30 a.m. - 1:30 p.m. Luncheon

 

Speaker: Julia Chu, Head of Philanthropy at Credit Suisse Private Banking U.S.

 

 

 

The success and sustainability of a family’s philanthropic legacy entails an open and ongoing discussion on the family’s collective goals.  The process requires effective engagement across generations to reach common understanding of family history and narrative, core values and passions, philanthropic culture and the mission and vision for the families’ philanthropic legacy.

 

This discussion will address how families may follow a consistent process in defining and sustaining their philanthropic impact across generations – and achieve a legacy the entire family can be proud of.

 


 

 


 

The Oct. and Nov. luncheons are co-convened by the Planned Giving Council of Ventura County.

 


Planned Giving Council


The Planned Giving Council of Ventura County is an association of professionals seeking to encourage and support effective charitable estate and gift planning. Council members are nonprofit development officers, attorneys, consultants, CPAs, financial planners, insurance agents, donor advisors, trust officers and other philanthropy advisors.

 

All three events will be held at the Ventura County Nonprofit Center.

4001 Mission Oaks Blvd., Camarillo, CA, 93012

Have questions about Community Leadership Series? Contact Ventura County Community Foundation

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