Issue link: http://townofcary.uberflip.com/i/1182368
54 Winter/Spring 2020 Cary Senior Center Resources for Seniors MINIMIZING YOUR TAXES LEGALLY There are many ways we can minimize our taxes legally and still be within the guidelines published by IRS. Presented by Vidwans Financial, LLC. Thu Jan 30 9:30–10:30 a.m. 001461 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. Fri Feb 14 9:30–10:45 a.m. 001457 Thu Apr 16 6:30-7:45 p.m. 001458 TIME MATTERS: A WOMAN'S RETIREMENT OUTLOOK SEMINAR This seminar is geared toward women getting ready to retire or recently retired. It discusses retirement income strategies, including Social Security, withdrawal and reliance rates. It also addresses rising costs of healthcare and long- term care. Presented by Maria Litzinger, Edward Jones. Fri Feb 21 9:30–10:30 a.m. 001456 LIVING IN RETIREMENT—MAKING YOUR MONEY LAST This course is designed for those thinking of retiring or are retired and will discuss ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement using the framework of Plan for the Expected, Prepare for the Unexpected and Position the Portfolio for Both. Presented by Kenn Buckner, Edward Jones. Fri Mar 27 9:30–10:30 a.m. 001460 BBB: RECOGNIZING AND AVOIDING SCAMS Nationwide, scams against seniors generate over $50 billion dollars each year from criminals. Seniors are often targets of scam artists because they generally are more trusting of others and perceived to be easier to persuade. BBB Senior Series allows seniors to not only learn how to spot and avoid scams, but also offers resources that seniors can turn to if they do become a victim. Presented by Kayla Gilbert, BBB of Eastern NC, Inc. Fri May 22 9:30–10:30 a.m. 001447 END OF LIFE PLANNING We can give a huge gift to our loved ones as well as ourselves by planning for the end of life. It is not just funeral planning. The insights of this class will pay off in ways many do not think about. Since all of us will die and most of us have limited resources, we can learn how to save money, emotional energy, and time by planning. This class will map out our options as we make the plans that are best for ourselves and our families. Presented by George Fuller, Life Compass Living, LLC. Fri May 29 9:30–11 a.m. 001453 Financial Series Your financial wellness is something that can always improve! These seminars are an investment in your future! Location: classroom 302 HEALTHCARE AND YOUR RETIREMENT This course will cover what defines healthcare costs; your retirement goals; evaluate your insurance options; know the important dates; estimate out-of-pocket healthcare costs; control how you prepare for long-term care costs; consider healthcare directives and work with your financial advisor to adjust your retirement strategy. Presented by Kenn Buckner, Edward Jones. Fri Jan 24 9:30–10:30 a.m. 001459