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FALL 2024Trust & Estates and Retirement
Register early for all classes.(Then you won't be disappointed if your class is full or canceled.)Registration starts August 7 @ 8am---------------------------------------------------------------------------------------------------------------------------------------------------- Estate Planning and Revocable Living Trust Made Simple - 2 classes Revocable Living Trusts avoid probate. Did you know that there are different kinds of Revocable Living Trusts? On death, a Trust can be expensive and complicated or simple and economical to administer, depending on which kind you choose. Have your questions answered by a practicing attorney who will explain exactly how Trusts and Wills work in a way that is easy to understand. Mr. McFalone has practiced law in the San Francisco Bay Area for more than 30 years. 057521 T 10/1-10/8 7 - 9pm Room 102 Reg $40/Seniors $36 McFalone ---------------------------------------------------------------------------------------------------------------------------------------------------- Morgan Stanley, Walnut Creek, Sr. Advisor George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a frequently financial news contributor. --------------------------------------------------------------------------------------------------------------------------------------------------- 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 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. 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. 266120 T 9/10 6:30-8pm Room 103 Reg $25/Seniors $22.50 Noceti 266123 T 11/12 6:30- 8pm Room 103 Reg $25/Seniors $22.50 Noceti --------------------------------------------------------------------------------------------------------------------------------------------------- "NEW" Tax-Efficient Investing... All Year Long - 1 class Taxes are a fact of life and investing. Without proper planning, taxes can significantly reduce your portfolio returns and your future wealth. That’s why it is essential to focus on after-tax returns, actively adapt to changes in the tax landscape, and integrate tax planning into all your investment decisions across all your accounts, 365 days a year.
Join George and Paul Noceti, Walnut Creek, Morgan Stanley Financial Advisors for an informative presentation where you’ll learn why tax-efficient investing is important and how tax-smart products and solutions may help
you keep more of what you earn.266125 T 10/22 6:30-8pm Room 103 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. 266127 T 10/8 6:30-8pm Room 103 Reg $25/Seniors $22.50 Noceti --------------------------------------------------------------------------------------------------------------------------------------------------- Fall Holidays: 10/14, 11/11, 11/25-11/29 Del Valle Education Center, 1963 Tice Valley Blvd, Walnut Creek
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