• Course#

    Day

    Date

    Time

    Room

    Fees

    Instructor

    Spring 2019
    Registration for Spring classes starts  @ 8am
     
    Register early for all classes. 
     (Then you won't be disappointed if your class is full or canceled.)
    All classes are held at the Del Valle Education Center, unless otherwised noted.
      
     
     
    Savvy Social Security Planning for Couples - 1 class 

    At this 90 minute educational seminar you will learn:

    • How much Social Security you and your spouse stand to receive over your joint lifetime Rules and guidelines for when spouses should apply for benefits
    • How the decisions you make in your 60s can determine the amount of income you – or your surviving spouse – will have in your 80s and 90s
    • How spouses with little or no prior earnings can take advantage of Social Security benefits
    • The number-one most important thing all higher-earning spouses should do
    • Two key things you need to know about Social Security survivor benefits
    • How remarriage affects survivor benefits from a former spouse
    • How to avoid mistakes at your Social Security office

    You will also receive a copy of The Baby Boomer’s Guide to Social Security -- a comprehensive reference addressing common questions and issues, including proposals for reform. Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about Social Security and reveals strategies for maximizing your 

     266142  Th 4/11 6:30-8:00 pm  Rm 104   Reg $25/Seniors $22.50  Noceti
     266146  W 5/15 6:30-8:00 pm   Rm 104    Reg $25/Seniors $22.50  Noceti
    "NEW" Making the Most of Your Sudden Wealth - 1 class
     Most financial gains are inheritances, but they can also be: Legal settlements, Executive bonuses, Proceeds from a sale of a business, real estate or other assets  Equity compensation, Lottery winnings All of them share at least two characteristics in common. They can propel you to financial security or serve as a source of future regret, if not managed wisely. This class will identify the pitfalls and give you a corrective action plan to make the most of your sudden wealth either now or in the future.
    266141 W  4/17 6:30-8:00 pm Rm 104 Reg $25/Seniors $22.50 Noceti
     
    What Baby Boomers Need to Know About Medicare & Long-Term Care - 1 class

    Baby Boomers are asking: • When do I sign up for Medicare? • What does Medicare cover? • How much does it cost? • Will I need other insurance? • What about long-term care?  At this workshop you will learn: • How Medicare enrollment periods work—and what you need to do to avoid late-enrollment penalties • How much you can expect to pay in health care costs after going onto Medicare • How Medicare works with private insurance to provide comprehensive coverage • Why most people pay too much for private insurance and how you can avoid excess costs • Why you must plan for higher health care costs in retirement—including the possibility of needing long-term care.  You will also receive a copy of The Baby Boomer’s Guide to Savvy Medicare Planning -- a comprehensive reference addressing common questions and issues.

    266144 W 5/1 6:30-8:00 pm   Rm 104  Reg $25/Seniors $22.50  Noceti
    266148 6/5 6:30-8:00 pm   Rm 104  Reg $25/Seniors $22.50  Noceti
    "NEW" Exiting Your Family Owned Business - 1 class
    As a business owner, you’ve devoted your career to building your company. Now is the time to plan for what comes next: spending more time with your family and pursuing new challenges. Join us for an informative seminar in on how to preserve your gain to achieve your goals. We’ll discuss the Do’s and Don’ts of managing your gain, and the importance of integrating it into your overall financial plan. Senior Advisor, George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a
    266143 Th  4/25 6:30-8:00 pm   Rm 104  Reg $25/Seniors $22.50  Noceti
    Family Wealth Management: Generational Wealth Conversation – Helping families successfully transfer wealth - 1 class
    Are you concerned about the impact of wealth on your heirs? Are your heirs prepared for the responsibility of Wealth? At this seminar, Wealth Advisor George Noceti and Financial Planning Specialist Paul Noceti with Morgan Stanley will reveal what successful wealthy families have in common—how they achieve and maintain family harmony, and ensure the smooth transition of their intergenerational wealth. They will also identify the factors that cause the majority of wealthy families to fail in their wealth transition. This course will provide you clear, easy-to-follow steps to help you successfully evaluate the readiness of your heirs and the strength of your “need to have”, wealth transition plan.
    266145 Th  5/9 6:30-8:00 pm   Rm 104  Reg $25/Seniors $22.50  Noceti
     
    Spring Holidays: 5/27