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Special Events

SPECIAL EVENTS

Lunch & Learn

Assessing Your Options for Senior Care: Navigating Choices with Confidence​

 

As we or our loved ones age, the need for reliable and compassionate care becomes increasingly important. With a multitude of options available—from in-home care to assisted living and nursing homes—making the right choice can feel overwhelming. This talk will guide you through the process of assessing your options for senior care, offering insights on the different types of care, what to consider when making decisions, and how to ensure the best possible quality of life. Whether you're planning for the future or facing an immediate need, this session will empower you to make informed, confident choices that meet the unique needs of your situation.


Thursday, September 26. Lunch 12-12:30pm. Lecture 12:30-1:30pm.

Free/M. $15/NM.

To register as a member, please call 858-459-0831

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Refresh Your Financial Plan: An Educational Course for Ages 55+

 

Making your money last throughout retirement has never been more challenging. People are living longer, and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by the banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges. This course will help you develop a personalized retirement income plan and help you reassess your current financial situation.

 

Whether your objective is to become more active, give your life a new sense of purpose, or make more informed financial decisions, Refresh Your Financial Plan has something for everyone. This comprehensive course covers key issues faced by those in retirement or nearing retirement. Discover new ways to stay mentally, physically, and socially active, and learn about important financial topics such as tax reduction planning, investment risk management, and estate planning. Above all, discover how to apply this knowledge to pursue a more active, healthy, and financially secure lifestyle now or in retirement.

 

Course Topics Include:

•    Deciding whether you should convert your IRA to a Roth IRA.

•    Maximizing tax efficiency under recent legislative policy changes.

•    Identifying the primary threats to your retirement savings.

•    Planning your retirement income to preserve a comfortable lifestyle.

•    Reviewing your estate plan and ways to reduce or eliminate risks on your assets.

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Who Should Attend

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

 

Your Instructor

Susan Alefi AAMS® ChFC® is a Wealth Management Advisor and member of the Financial Planning Association. As founder of Serenity Financial Planning, she works with clients in the San Diego area and across the United States.

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Thursday, September 19. 1-2pm.

Free. Please RSVP.

To register, email deborah@ljcommunitycenter.org or call 858-459-0831

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Image by Aaron Burden
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