Financial Planning for Retirement Virtual Workshop

Financial Planning for Retirement Virtual Workshop

with Laurie Shigekuni, Esq., Estate Attorney
and Lance Ichikawa, Wealth Advisor

Wednesday, June 23, 2021 6:00 p.m. – 7:00 p.m.
Free Admission
Includes Audience Q&A
Zoom Login Provided Upon Registration
Register Online: http://bit.ly/jcccncretirement
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General advice and things to consider when preparing your finances for your golden years.

Join us for an informational workshop for anyone who is considering how to prepare their personal and family’s finances for their retirement years. This is an opportunity to receive general advice from industry professionals on topics including the preparation of estates, wills and trusts, as well as on general financial investment strategies in the current investment environment.

DISCLAIMER:  The views expressed in this virtual program are those of the individual presenters and provided publicly by the Center for informational purposes only. Information presented in the workshop should not be construed as direct legal or financial advice. Responsibility for all legal and financial decision(s) shall exclusively vest with the individual after assessing possible risk factors and by exercise of his/her/its independent discretion and the Japanese Cultural and Community Center of Northern California (JCCCNC/the Center) shall not be liable or held liable for any consequences thereof.

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About Laurie Shigekuni, Esq., Estate Attorney, Law Offices of Laurie Shigekuni

Laurie Shigekuni graduated from the University of California, Hastings College of the Law in 1989 and has been an active member of the California Bar since that time. In 1983, she received her undergraduate B.A. degrees from the University of California, Santa Cruz with honors in Sociology, while also majoring in Biology. After spending six years in the area of civil litigation at a legal services organization in Oakland, Ms. Shigekuni started her own practice. She has focused in the area of wills, trusts, estate planning, probate, and trust administration since 1996, serving a diverse clientele in Northern and Southern California.

Ms. Shigekuni has represented individual clients as well as groups of clients in both state and federal courts on a range of civil matters. She has trained law students and other attorneys in matters ranging from housing rights to earthquake recovery, and she has counseled hundreds of people about their legal rights. As a legal services attorney, she created a trilingual clinic that provided legal services in Cantonese, Mandarin and Vietnamese to the Asian American community of Oakland’s Chinatown area, and she brought a lawsuit that improved the Oakland Housing Authority’s responses to maintenance complaints by primarily African American tenants.

Her concern about access to the justice system for underrepresented people includes an interest in expanding awareness of, and access to, family wealth preservation mechanisms such as trusts, in minority communities where many older residents are homeowners but few receive expert legal or financial advice. She is working on efforts to help low-income homeowners manage interactions among mortgage debt, public benefits, and family gifts or inheritances in ways that preserve the family home for the next generation.

Ms. Shigekuni is a member of California Advocates for Nursing Home Reform and of the Estate Planning Section of the California Lawyers Association. Her Christian convictions about economic justice inform the firm’s approach to serving underrepresented individuals.


About Lance Ichikawa, Wealth Advisor, Sr. VP of Investments, C2C Wealth Management

Lance Ichikawa is a sansei originally from Torrance, California, and works at the investment advisory firm of C2C Wealth Management as a wealth advisor.  C2C Wealth Management holds offices in California and Massachusetts.  Lance has worked in the industry since 1985 when he was hired as a sales assistant at Dean Witter Reynolds (now Morgan Stanley) in San Francisco.  In the early days of his career, Lance brokered for individual and institutional accounts but now helps individuals manage their financial portfolios in a fiduciary role.

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Date

Jun 23 2021

Time

6:00 pm - 7:00 pm

Cost

Free

More Info

Register Online

Location

Online Via Zoom
Register Online

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