Issue link: http://townofcary.uberflip.com/i/1143679
56 Fall 2018 Cary Senior Center Resources for Seniors HOW TO TRANSFER ASSETS TO NEXT GENERATION Is there an easier, hassle free, probate free way to transfer our assets to the next generation? Learn what planning you should be doing. Presented by Vidwans Financial, LLC. 127258 Fri Oct 25 9:30–10:30 a.m. FINANCIAL ELDER ABUSE & SCAMS Older adults can be attractive targets for financial predators, by people known and unknown to them. Cognitive impairment causes further risk. Learn tips to help older adults, family caregivers and others prevent and report financial exploitation, which is estimated to be billions annually. Presented by Beth Donner, Diversified Planning, Ltd. 127257 Fri Dec 6 9:30–10:30 a.m. Financial Seminars (age 55 and up) Your financial wellness is something that can always improve! These seminars are an investment in your future! Location: Classroom 302 SOCIAL SECURITY MAXIMIZATION Uncover how to maximize your Social Security benefits and increase your retirement income. Learn how Social Security benefits are calculated and when is the best time to apply for benefits. Coordinate benefits with your spouse and see how current employment will affect benefits in the future. Presented by Mark Courtemanche, National Social Security Advisor with Pinnacle Retirement Solutions. 127259 Tue Sep 24 6:30–7:45 p.m. 127263 Thu Sep 26 10–11:15 a.m. MEDICARE, MEDICAID & PAYING FOR HEALTHCARE Healthcare costs remain the #1 concern in retirement. Understanding how Medicare and Medicaid work to pay healthcare costs is confusing and can cost you everything if you don't understand the limitations of each when a health event occurs. Presented by Beth Donner, prior nurse, now Retirement Planning Counselor, Diversified Planning, Ltc. 127262 Thu Sep 12 9:30–10:30 a.m. FINANCIAL LIFE PLANNING FOR RETIREMENT The concept of retirement is changing. This course will focus on how to define your ideal retirement for well-being and life satisfaction. Help clarify your values, priorities and goals. We will also cover financial aspects of retirement, with a focus on retirement income, taxes, protection and estate planning. Presented by Gary Pendleton, CFP & ALFA, Pendleton Financial. 127260 Thu Sep 12 6:30–8 p.m. Life long learning with us!