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    Course#

    Day

    Date

    Time

    Room

    Fees

    Instructor

    Fall 2018
    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.
      
     
    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. Senior Advisor, George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a frequently financial news contributor.
    266129  Th 11/15 6:30-8:00 pm   Rm 104    Reg $25/Seniors $22.50  Noceti
     
    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 benefits.

     266123  w 9/19 6:30-8:00 pm  Rm 104   Reg $25/Seniors $22.50  Noceti
     266126  w 10/17 6:30-8:00 pm   Rm 104    Reg $25/Seniors $22.50  Noceti
    "NEW" How Can My Investment Approach Reflect My Values? - 1 class

    At this seminar, Wealth Advisor George Noceti and Financial Planning Specialist Paul Noceti with Morgan Stanley will help socially responsible individuals: Define responsible investing,  highlight companies who are incorporating environmental, social and governance (ESG) best practices.  Explore the effect of responsible investing on performance, highlight how research, company engagement and impact reporting can enhance responsible investing approaches A personalized questionnaire will be made available to help you define your socially responsible investing preferences. Senior Advisor, George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a frequently financial news contributor.

    266127 Th  9/13 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.

    266124 W 10/3 6:30-8:00 pm   Rm 104  Reg $25/Seniors $22.50  Noceti
    266128 Th 11/1 6:30-8:00 pm   Rm 104  Reg $25/Seniors $22.50  Noceti
     
    Fall Holidays: 11/10, 11/20-11/24
    Del Valle Education Center, 1963 Tice Valley Blvd, Walnut Creek