CFI Central Coast Chapter Meeting June 24, 2023

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Arek Puzia

Financial Advisor

Financial Planning Strategies

Bio: Arek studied at UCLA where he studied Accounting and Economics. He also holds an MBAat the University of Chicago , and Booth School of Business and has worked with Merryl Lynch (London) and is now He’s with PathWise in Pleasant Hill, CA. where they help their client’s “Plan with for their Purpose”. Contact Information: AREK@PATHWISE.CO; AREKPUZIA (Instagram)

Arek’s passion:

Wealth management is far more than a return on your investment. It’s really a return on life. “Wealth” is often defined by a number in a bank account, but it is so much more. Money is simply the tool that we use to express ourselves in life. It is what helps us create our “stories.” Every client I work with, I learn something from. Hearing their “stories” is such an intimate, amazing and humbling experience. The wisdom that comes from our clients is absolutely unbelievable. I feel truly honored to have the opportunity to help them take their lives to the next level.

Arek will share the importance of financial goals. As individuals approach retirement age, it becomes increasingly important to have a solid financial planning strategy in place. Retirement can be a major life change, and without proper planning, it can be difficult to maintain the same standard of living that one enjoyed during their working years. A financial plan can help ensure that retirees have enough income to cover their expenses, pay for unexpected expenses, and provide for their loved ones. It can also help retirees manage their assets and investments to minimize risk and maximize returns. By creating a financial planning strategy, individuals can feel more confident and secure as they enter this new phase of their lives.

Talking points

1. Is it too late to set a plan together?
2. How can I avoid paying too many taxes in my investments?
3. What is a good strategy for asset allocation?
4. What designations should I seek when choosing a proper financial advisor?
5. How do they get paid, as well as any additional servicing / all in cost?

Cindy Sayegh

Estate Planning

Specializing in Probate Law

Cindy is an active member of the Contra Costa County Bar Association and offers a unique view of probate law. She has also been rated as one of the Rising Stars by SuperLawyers.com. She graduated with a Bachelor of Arts in Political Science from the University of Arizona and a J.D. from Golden Gate University School of Law. She is very involved in her local community and volunteers on the steering committee of Lamorinda Moms. Cindy spends her free time with her husband and two children. Contact info 925-945-8831 email : cindy@cindysayeghlaw.com

Facing probate alone? Don’t risk it.

Going through probate alone can be a difficult, frustrating and confusing experience. Not only are you dealing with the loss of a loved one, you also must deal with disposal of assets, distributing to beneficiaries, working your way through a will filled with confusing legal language while still trying to manage you day-to-day in your own household and affairs. The entire process can be overwhelming and frightening. If this sounds like what you are dealing with today, contact probate attorney Cindy Sayegh in Walnut Creek. The Law Office of Cynthia C. Sayegh offers estate planning, trust administration, and probate. Headquartered in Walnut Creek, California, our office serves clients throughout the East Bay and Greater Bay Area. Cindy uses a unique blend of legal, tax, and financial expertise to provide her clients with practical solutions. She prides herself on her contemporary approach of providing efficient yet knowledgeable and high-quality legal service to each of her clients.

5 questions

1. What Documents Do I Need?
2. How Does Probate Work?
3. What Are an Executor’s Responsibilities?
4. How Are Creditors Handled and What Do I Do If Someone Is Mishandling the Estate?
5. How much does it cost to set up A Living Trust? How long is the process to set it up?