Foundation Blog

Estate Planning is really "Life Planning"

Posted by Cecilia Johnson Director of Planned Giving
Cecilia Johnson Director of Planned Giving
Cecilia Johnson builds relationships between the University community and indivi
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on Thursday, 03 November 2011 in News & Updates

Estate planning isn’t just for the wealthy – or elderly.

It’s for individuals in various stages of life who want to plan ahead for themselves and for the people and things they leave behind. To help ensure that your estate – no matter how large or small – benefits the family and friends, programs and projects that are important to you, The University of Texas-Pan American Foundation Board of Trustees invites you to join us for a series of free estate planning seminars each spring.

Every year, attorneys Bill Ellis and Morgan Talbot, who co-chair the Foundation’s Estate Planning Committee, recruit an outstanding group of estate planning professionals – attorneys, financial planners, CPAs and investment brokers – who guide those who attend the free seminars through the basics of estate planning in simple, non-technical language.

The Foundation’s free seminars provide the public an excellent opportunity to meet with and ask questions of extremely competent and knowledgeable estate-planning professionals about a number of topics that are important to individuals and their families.

All the presenters are volunteers who participate in the Foundation’s annual seminars to increase the level of awareness of individuals as to what opportunities are available to prepare for and protect one’s lifestyle and possessions. No products are promoted or sold at these events.

We hope you will take advantage of this wonderful opportunity offered by the UTPA Foundation. For dates and locations of upcoming seminars, please contact Cecilia Johnson, Director of Planned Giving, at (956) 665-2352 or cajohnson@utpa.edu

 

 

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Cecilia Johnson Director of Planned Giving

Cecilia Johnson builds relationships between the University community and individuals who are interested in making a difference and helping shape a better future for UT Pan American students. As the director of planned giving in the Division of University Advancement, she helps individuals implement gift strategies that can empower them to maximize their charitable gifting potential, increase their own income and create an even greater legacy for their loved ones.



Having joined UTPA in October 2005, Cecilia brings to the University more than two decades of professional experience in retirement and financial planning as well as trust, estate and guardianship administration.



She is proud to proclaim the University as her alma mater, having graduated magna cum laude in 1980 with a B.B.A. in accounting.



Cecilia is a member of the Rio Grande Valley Estate Planning Council, which provides attorneys, accountants, trust officers and other wealth advisors with a forum for continuing professional education on estate planning topics.



For the past several years, she has served on the City of McAllen Firefighters’ Relief and Retirement Fund Board of Trustees and The University of Texas-Pan American Institutional Review Board for faculty and student research. In support of outreach programs for economically disadvantaged girls, she served for eight years on the board of directors for the Girl Scouts council in South Texas. As an advocate for community service, she participated in the Leadership McAllen Class XXII.

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