A lecture series on topics for families needing care for senior members has been organized by Christina Rice, MBA, who is a Seniors Real Estate Specialist. The series addresses families who can benefit from experts’ perspectives and receive the support of others whose families are experiencing similar life circumstances.
Senior Housing Options
February 20, 2018 | 6:00pm-7:30pm
Susan Tamaoki, a Certified Senior Advisor, describes some local options for senior housing and offers some tips on to how to pay for it.
Social Security Benefits
March 20, 2018 | 6:00pm-7:30pm
Anthony Carr, CPA, CFP®, EA, will discuss the various claiming strategies available for those filing for either retirement, disability, spousal, ex-spousal, survivor, and dependent benefits. Learn the rules and eligibility requirements that can help you make better informed decisions about the important topic of social security.
Reverse Mortgages
April 17, 2018 | 6:00 PM – 7:30 PM
Karen Long, a Mortgage Advisor with Open Advisors, will give an overview of reverse mortgages. She will address how these mortgages are different today from in the past and how this program is a safe choice for seniors.
Seniors’ Government Benefits
May 15, 2018 | 6:00 PM – 7:30 PM
Jerry Marrs, attorney with Horizon Elder Law and Estate Planning, will discuss government benefits available to help pay for our seniors’ care needs, including Veteran’s Aid & Attendance benefits and Medi-Cal planning. He will also discuss common mistakes people make that later disqualify them from receiving such benefits.
A question and answer session will follow each presentation and a light supper will be served. Please RSVP.
This series is held at Sunrise of Danville, 1027 Diablo Rd, Danville, CA 94526. Please RSVP to [email protected]
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