Course #







    FALL 2019
    Money Management Classes
    All classes are held at the Del Valle Education Center, 100 Building
    Senior Advisor, George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a frequently financial news contributor
    "NEW" Planning for Families with Special Needs Children: Financial Strategies to Provide Comprehensive Care -  1 class           

    When your child or other family member has special needs, they face unique wealth planning challenges that other families don't. They need to be aware of the strategies, tools and techniques available to help ensure continuing care, preserve government benefits and balance the needs of other family members with those of their loved one with special needs. This seminar guides you through critical steps of putting a sustainable, long-term financial plan in place.    Come prepared to implement actionable ideas.

    As well as being a Family Wealth Advisor, George has a Master’s Degree in Special Education as and has previously supervised programs for special needs students in the Richmond Unified School District.

    266121 Th  11/14  6:30-8:00pm  Rm 107 
    Reg $25/Seniors $22.50  Noceti
    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.
    266122 Th 9/12 6:30-8:00pm Rm 107 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.
    266123 W 10/9 6:30-8:00pm Rm 107 Reg $25/Seniors $22.50  Noceti 
    266128 Th 12/12  6:30-8:00pm    Rm 107   Reg $25/Seniors $22.50   Noceti
    Savvy Social Security Planning for Couples - 1 class         

    Learn how much Social Security you and your spouse stand to receive over your joint lifetime and rules and guidelines for when spouses should apply for benefits. The decisions you make in your 60's can determine the amount of income you or your surviving spouse will have in your 80's or 90's. Two key things you need to know about Social Security survivor benefits. How to avoid mistakes at your Social Security office.

    266122 Th 10/17 6:30-8:00pm  Rm 107 Reg $25/Seniors $22.50  Noceti 
    266126 W 12/4 6:30-8:00pm   Rm 107  Reg $25/Seniors $22.50    Noceti
    Fall Holidays:  11/11, 11/25-11/29    
    Del Valle Education Center, 1963 Tice Valley Blvd, Walnut Creek