Seminar Schedule

Trusts, Wills and Taxes…Oh My!

January 8, 2020

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Last Will and Testament

 

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.

 

Register online for the Jan 8th seminar now

 

Completed Seminars 2019

 

Tax, Legal and Financial Issues That Impact Home Sellers

January 16, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

 

We all know there can sometimes be complexities related to the transfer of property. More times than not families try to solve these problems during a crisis, but creating a contingency plan in advance is a far better way of dealing with potential pitfalls. Your home is often your most valuable asset and there are thing you need to know before you move forward with any major decisions that will impact your future.

You may be asking…

 

  • What legal documents are needed when selling my home?
  • What are the tax implications of owning, selling, or transferring property??
  • How should property be deeded to avoid potential future challenges?
  • What other issues should I be aware of?

 

Join us to hear first hand from legal, financial and tax experts about how to avoid common challenges faced by families just like yours.

 

Transportation: Challenges & Options

February 6, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Senior Couple in Car

Not sure what you’re going to do if you can’t drive anymore? Come learn about all the transportation resources available in our community.

 

Selling Your Home in Today’s (Shifting?) Market

March 6, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Get the facts about what is involved in selling a home in today’s market and the Top 10 Mistakes to Avoid! Selling a home you have lived in for decades can seem like a daunting task, but it doesn’t need to be so overwhelming. Whether you are planning to sell this month or not for a few years, do your homework now and be prepared!

 

Real estate agents can be helpful, but they all seem to give different (and often conflicting) advice, so who should I believe? Where do I begin and what should I expect before, during, and after my home goes on the market? Get the FACTS about what is involved in selling a home in today’s market and the top 10 Mistakes to Avoid when selling your home from this lively 90-minute program.

 

  • Where do I begin?
  • How do I prepare my house for sale?
  • Can I sell as-is?
  • What should I expect when my home goes on the market?
  • What are the costs involved in selling?

 

Aging in Place – AKA Stayin’ Put!

April 3, 2019

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 during this 90-minute lively and informative panel discussion.

 

Our expert panelists will share with you some of the most effective strategies and resources available for living safely and independently in your home as you get older. Learn about precautions you can take to ensure that YOU remain in control of your lifestyle choices and decisions. Whether you choose to ‘stay put’ in your current home or move to one more manageable, if you are 62 or older, you have options – lots of them! The challenge: Knowing which options are right for you!

 

Take the time to learn what it takes to age in place long after retirement!

 

  • Making your home more accessible
  • Easy home renovations
  • Finding reliable in-home care providers
  • Transportation options
  • Services available specific to seniors
  • Questions to ask when hiring service providers

Senior Scams

Don’t Be a Victim

May 1, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Silhouette of a hacker isloated on white with binary codes on background

 

Representatives from the Contractors State License Board 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.

 

Do You Have a Fiduciary in Your Future?

June 5, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

House Made of Dollar Bills

 

California professional fiduciaries provide critical services to seniors, persons with disabilities, and children. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management. In this insightful seminar, you will find out how a professional fiduciary can help you, or a loved one.

Reverse Mortgage to Stay in Home and Purchase with No Payment-EVER

July 17, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Learn the facts about reverse mortgages from expert panelists who will discuss how these loans work, the myths and rumors associated with them, and ways they can be used to buy a new home or refinance your current one.

 

Reverse mortgages have received a lot of media coverage and many say they have seen advertisements on the topic, but few really understand how or why a reverse mortgage can be used in financial and estate planning.

 

  • What is a reverse mortgage and who qualifies?
  • What are the costs associated with reverse mortgages?
  • How can I use a reverse mortgage to purchase a home?

 

If you are 62 or older and trying to wrap you mind around whether a reverse mortgage is a good tool for you, join us for this 90-minute educational seminar featuring local mortgage and real estate experts.

Assisted Living Options – What They Are and Are Not

August 7, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

New assisted living options are available around every corner in our East Bay communities and across the country. But what are they exactly? What do they offer? Who lives there? What are the costs involved?

 

You may be asking:

 

  • What does assisted living offer?
  • What are the differences?
  • Who qualifies for assisted living?
  • How do I pay for it?

 

Join our panel discussion to learn the facts about assisted living options from some of the most knowledgeable and experienced professionals in the senior living industry.

 

Downsizing Your Home and Rightsizing Your Life

September 4, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Human Hands Holding Small House Statue

 

If you are considering making a move – now or in your future – you owe it to yourself to be prepared. Join us for this free seminar and learn how others just like you have simplified their lives by following these simple downsizing strategies. During this 90-minute panel discussion, you will learn the FACTS about downsizing from some local industry leaders.

  • Where do I even begin
  • What do I do with all the extra stuff?
  • Who can I call for help?

 

Understanding Continuing Care Retirement Communities

October 2, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Smiling senior man staying in nursing home

Choosing a retirement community is not always easy. There are many sizes, prices and amenities to choose from. During this 90-minute panel discussion, questions about continuing care and life care options will be answered.

 

  • What is a continuing care or life care community?
  • What do these communities have to offer?
  • Can I afford to move to a CCRC or life care community?

 

During this 90-minute panel discussion, you will learn the FACTS about continuing care and life care options from some of the most knowledgeable and experienced professionals in the senior living industry.

 

Estate Liquidation Strategies – Get Rid of Your Stuff

November 6, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

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 and that’s only the beginning. Get your estate liquidation questions answered at our free seminar featuring industry experts that will speak about auctions, estate sales, consignment, charitable donations and more.

 

  • What is my china and crystal worth?
  • Could my things be sold through an auction house?
  • Do I have enough excess “stuff” for a professional estate sale?
  • How do I prepare for an estate sale?
  • Who can help me decide what to keep and what to sell or give away?

 

Home – A Symbol of Self

December 4, 2019

10 -11:30 AM

Lafayette Library

Community Hall

3491 Mt Diablo Blvd

Lafayette CA

 

Female and Male Hands surrounding paper home

 

A psychological and spiritual understanding of what home means to us. Learn how our home and possessions reflect who we are and how this understanding leads to transformation into new, positive possibilities.

 

 

 

 

Register Online Here

 

Register for each free seminar you want to attend by clicking one of the links below:

January 8th, 2020 – Trusts, Wills & Taxes…Oh My!