Join us for a series of candid conversations with local experts focused on the unique and complex housing-related issues facing California’s mature homeowners & families.

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Clothes hanging on hangers in a closet

ESTATE LIQUIDATION STRATEGIES
July 8th, 2020
10 -11:00 AM

 

Delivered VIRTUALLY via Zoom
Attend online from the comfort and safety of your own home!

Selling that excess “stuff” isn’t what it used to be. Finding out what things will sell and for how much requires research and experience. Get your estate liquidation questions answered by industry experts: auctions, estate sales, consignment, charitable donations and more.

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REGISTER NOW

Senior Scams

SENIOR SCAMS
August 5th, 2020
10 -11:00 AM

 

Delivered VIRTUALLY via Zoom
Attend online from the comfort and safety of your own home!

Representatives from the Contractors State License Board and Medicare will be on hand to provide information about protecting yourself from fraud. Learn more about the latest scams concerning home improvement, insurance, medicare, telemarketing, real estate, and more. Don’t be caught off guard.

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REGISTER NOW

Illustration of Alzheimer's Disease and Dementia

ALZHEIMER’S DISEASE AND DEMENTIA
September 2nd, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

It can be difficult to know what to do if you’ve noticed changes in yourself or a family member or friend, particularly when they’re related to memory loss, thinking or behavior. Come find out how to customize home care strategies with family members, friends and loved ones who might be going through this change.

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REGISTER NOW

Woman using a calculator

HOW TO PAY FOR SENIOR LIVING
October 7th, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

Choosing to move to a 55+ senior living community can be desirable or necessary, but either way the question most people have is how they will pay for it. Join us for a discussion related to financing options associated with senior living costs such as Medicaid, Veteran’s Aid and Attendance, Longterm Care Insurance, and Life Care contracts.

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REGISTER NOW

Red heart

LOVE LETTER – COMMUNICATING WITH ADULT CHILDREN
November 4th, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

Will you leave your loved ones a legacy of clarity or confusion? Join us for an informative discussion on the crucial information you should leave your loved ones: what to include, where to keep it, and how to organize it as outlined in your “Family Love Letter.”

The Family Love Letter is an indispensable planning tool that allows you to enhance the legal planning and legacy documents you have prepared. It will bring clarity, reduce stress, and minimize family conflicts, which often follow incapacity and death.

REGISTER NOW
REGISTER NOW

Senior couple packing items to move

PEOPLE WHO HAVE MOVED AND ARE READY TO TELL THE TALE
December 2nd, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

People say the thought of moving out of a home they have lived in for decades is often overwhelming. Learn how others just like you have overcome their fears and made the decision to downsize.

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SEMINAR COMPLETED

Last Will and Testament

TRUSTS, WILLS AND TAXES…OH MY!
January 8th, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

Come learn about the tax, legal and financial documents necessary for handling your estate and home  sale. Expert panelists will discuss the facts regarding trusts, wills and how to avoid probate and guardianship.

SEMINAR COMPLETED
SEMINAR COMPLETED

Be Prepared Sign

EMERGENCY PREPAREDNESS – ARE YOU READY?
February 5th, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

Are you prepared for the next earthquake, fire, flood, landslide, sinkhole or power outage? Few of us really are. Being prepared is a mindset. If we have considered the risks that face us and taken steps to minimize them, we are likely to respond more effectively even in completely unexpected situations. Come learn what you can do for greater peace of mind.

SEMINAR COMPLETED
SEMINAR COMPLETED

Illustration of Moving Truck

WE’RE MOVING…WHAT’S NEXT?
March 4th, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

Need help with what happens next…and in what order? How can you find the local, trusted experts who really care? Who will pack and move your things and handle all the details? Come learn the step-by-step process that will leave you overjoyed…not overwhelmed!

SEMINAR COMPLETED
SEMINAR CANCELLED

Senior couple playing cards

AGING IN PLACE – AKA STAYIN’ PUT
April 1st, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

You’ve decided to stay in your home – now what? Are you prepared? Have you taken steps to equip yourself and your residence for the long haul? Learn the pros and cons about aging-in-place.

SEMINAR CANCELLED
SEMINAR CANCELLED

Legacy

LIVING, DYING AND LEAVING YOUR LEGACY
May 6th, 2020
10 – 11:30 AM

Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

Learn about the key concerns of family succession planning and wealth transfer. Our professional panel will share ideas, best practices, and vital information your loved ones need to know. You will also discover The Family Love Letter, an indispensable planning tool that allows you to enhance the legal Planning and legacy documents you may have prepared. It will bring clarity, reduce stress, and minimize family conflicts, which can often follow incapacity and death.

SEMINAR CANCELLED
SEMINAR COMPLETED

Smiling Senior Couple

FINDING SENIOR LIVING THAT FITS YOUR NEEDS
June 3rd, 2020
10 – 11:00 AM

 

Delivered VIRTUALLY via Zoom
Attend online from the comfort and safety of your own home!

Choosing a retirement community is not always easy. There are many sizes, prices and amenities to choose from. During this 60-minute panel discussion, questions about continuing care and life care options will be answered.

SEMINAR COMPLETED

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