ADULT 50+ PRESENTATIONS & SERVICES

To register: Please check our website https://bit.ly/3ghMDcv or call (925) 295-1490

Disinheriting The Irs From Your Ira

Sponsored by FiAT & Robertson Stephens(®

10:00 am || Wednesday, September 20 #48930

What good is investment outperformance if, at the time of withdrawal, taxes will step in to claim 70%+ of it? Come learn about the critical issue of protecting the assets retirees have spent a lifetimes building from excessive taxes.

LAST-MINUTE YEAR-END INCOME TAX STRATEGIES

Sponsored by FiAT & Robertson Stephens(®

10:00 am || Tuesday, October 17 #52082

Come learn about tax savings strategies before the year ends from the Financial Literacy Program and Robertson Stephens(®.

Legal Services

Civic Park Community Center

Simple Wills - 1st Mon || Legal Consults - Phone

*Starting November 2023

The pro bono attorneys at the Free Wills Clinics can assist in drafting a simple will. Booking is done over the phone by calling: (925) 472-8000 or via email Megan@ariettalaw.com.

Hicap Counseling

Civic Park Community Center

9:30 am || 3rd Monday of the month

*Starting in November 2023

For more information about Medicare coverage, to schedule a one-on-one counseling appointment or find a virtual Zoom talk, call 925-655-1393 or visit cchicap.org.

Care Management

Civic Park Community Center

11:00 am || 3rd Thursday of the month

*starting November 2023

A Care Manager assesses a senior’s needs and identifies services to help meet those needs. They will monitor progress and make sure that the senior’s goals are met. Book your appointment now at (925) 937-8311.

Peer Counseling

Civic Park Community Center

1st & 3rd Tuesday || 10:00 am

*Starting November 2023

This program provides individual counseling to residents of Contra Costa County who are age 55+. Book your appointment now by calling: (925) 408-7080.