Seminar Schedule

Finding Senior Living That Fits Your Needs

June 3, 2020

10 -11:00 AM

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

 

Smiling Senior Couple

 

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.

 

Register online for the virtual June 3rd seminar now

 

Estate Liquidation Strategies

July 8, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Clthing Hanging in Closet

 

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.

 

Register online for the July 8th seminar now

 

Senior Scams

August 5, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Scam Hacker

 

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.

 

Register online for the August 5th seminar now

 

Alzheimer’s Disease and Dementia

September 2, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Alzheimer's Disease and Dementia

 

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.

 

Register online for the September 2nd seminar now

 

How to Pay for Senior Living

October 7, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Woman using calculator

 

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.

 

Register online for the October 7th seminar now

 

Love Letter-Communicating with Adult Children

November 4, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Be Prepared

 

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 online for the November 4th seminar now

 

People Who Have Moved and Are Ready to Tell the Tale

December 2, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Senior Couple Packing to Move

 

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.

 

Register online for the December 2 seminar now

 

Completed Seminars 2020

 

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.

Emergency Preparedness – Are Your Ready?

February 5, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Be Prepared

 

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.

We’re Moving…What’s Next?

March 4, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Illustration of Moving Truck

 

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!

Aging in Place – AKA Stayin’ Put

CANCELLED

April 1, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Smiling Senior Couple Playing Cards

 

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.

 

 

Living, Dying and Leaving Your Legacy

CANCELLED

May 6, 2020

10 -11:30 AM
Lafayette Library
Community Hall
3491 Mt Diablo Blvd
Lafayette CA

 

Legacy Documentation

 

Come 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.