USC Dornsife College Of Letters Arts and Sciences

University of Southern California

Wealth-Building Resources

Finances for Seniors: Retirement, Estate Planning and Elder Fraud

This resource guide includes links discussed during the USC Cecil Murray Center’s workshops on building wealth.

Personal Finance Empowered

CIT/OneWest Bank’s Personal Finance Empowered website provides information on retirement planning, and preventing elder fraud, in addition to money basics like  savings and investing. Use their Roadmap to Financial Strength to access personalized learning according to your needs.

Estate Planning

An estate plan is an essential tool in order to build and preserve generational wealth. Consumer Reports shares 7 steps to creating an estate plan with the assistance of a lawyer. While it is possible to make a basic estate plan on your own, it is advisable to work with a professional to be sure that your wishes are clear and will be honored after you are gone.

Association for Black Estate Planning Professionals
This association brings together professionals committed to bridging the racial wealth gab by creating, conserving and channeling wealth. Search the membership directory.

American College of Trust & Estate Counsel
The website includes an extensive education guide, including FAQs on topics related to estate planning. You can also use their directory to find an attorney in your area.

National Academy of Elder Law Attorneys
Elder Law Attorneys help families with planning around health and long-term care, including Medicaid and Medicare coverage, insurance, trusts, benefits, housing and related issues. Search the NAELA directory.

Retirement Resources

RetireGuide.com
RetireGuide.com is a health and wealth website dedicated to providing accurate information and research on a variety of retirement topics. Check out their guides on Medicare and Retirement After the COVID-19 Pandemic.

Elder Fraud

Elders are especially vulnerable to financial fraud. You can find out more about elder fraud and what to do if you or a loved one has been targetted at the Los Angeles County District Attorney’s Office.

You can also call 211 to access the Elder Abuse hotline or (877) 4-R-SENIORS  – (877) 477-3646.

 

Build Your Wealth – A Virtual Lunch and Learn

Find out how to take control of your financial future. Join us for our next workshop.

Construya su Riqueza: Un almuerzo y aprendizaje virtual

The presentation will be English with Spanish translation available. The materials will be in Spanish.
La presentación será traducida del inglés al español y los materiales estarán en español.

Miércoles, 30 de Marzo de 2022 a las 12:30 pm PST
Inscríbase en: https://bit.ly/usc-riqueza

Wednesday, March 30, 2022 @ 12:30 pm PST
Register here: https://bit.ly/usc-riqueza