Aging Well Partners
Aging Well Partners empower aging adults in finding vetted and trusted resources and services that meet their specific needs. Free consultation: call (619) 789-1839.
UPCOMING CLASSES:
2055 | Your Aging Journey is Unique to You!
Tuesday, December 12 | 3:00 PM → 4:00 PM | Free
Julie Derry, MBA, Certified Senior Advisor
Rancho Bernardo Lifelong Learning Center
What is your plan for aging? Who will make decisions on your behalf if you are unable to? What can you do now to support your ability to age in your own home successfully? What should you consider when considering Assisted Living? Don’t wait for a crisis. Let’s get started on planning YOUR aging journey!
|
San Diego Gas & Electric
SDG&E offers residential lighting tips, no-cost and low-cost savings tips, residential incentive programs, electric vehicle incentives, pricing plans, and more.
Medical devices in your home? SDG&E may be able to help.
If you or someone in your household has a qualifying medical condition or a need for certain medical devices, you may qualify for the Medical Baseline Allowance Program. Apply today to see if you can receive more electricity at a lower rate. Medical Baseline can help you save! Learn more here>>
|
Sharp Healthcare
Sharp HealthCare is proud to partner with San Diego Oasis to offer members free health classes, seminars and conferences.
At Sharp, the care they provide their patients extends beyond their hospitals and into the communities they serve. From mendig a heart to lending a hand, their dedicated team members empower and transform lives to make the San Diego community better.
UPCOMING CLASS:
1329 | Advance Care Planning
Thursday, December 7 | 10:00 AM → 11:00 AM | Free
Colleen Linnertz, LMFT,SEP
Grossmont Lifelong Learning Center
You wouldn’t think of deciding on a vacation, a new job, or retirement without a plan. But most people don’t plan ahead for what may be life’s most important decision: the medical treatment you would want if you were unable to speak for yourself. Advanced care planning helps you assess your personal beliefs, values, and healthcare goals so that you can make important decisions with more comfort and ease. If you’re turning 65, you are planning to retire soon, or you have questions about Medicare Open Enrollment, our Medicare specialists can help.
|
UPCOMING CLASSES:
RANCHO BERNARDO
2387 | Social Security
Wednesday, November 15 | 10:00 AM → 11:00 AM | Free
Anthony Camara, CFP®, MBA
Rancho Bernardo Lifelong Learning Center
When should you apply for social security? How can you maximize your benefits? How will this affect your spouse? Answering these questions is important as mistakes can be costly. Join us to learn the answers, as well as how to manage the key risks all retirees face: outliving their income, inflation, and unpredictable events.
2388 | Retirement & Estate Strategies
Wednesday , November 15 | 1:00 PM → 2:00 PM | $5.00
Anthony Camara, CFP®, MBA
Rancho Bernardo Lifelong Learning Center
Learn how to accumulate and distribute money for retirement, keys to proper diversification, how to pass on money to heirs or charities in a tax-wise manner, increasing the probability of investment success, multi-generational planning, and more.
|
LA MESA
1468 | Economic Update
Monday, November 27 | 1:00 PM → 2:00 PM | $5.00
Instructor: Anthony Camara, CFP®, MBA
Location: Grossmont Lifelong Learning Center
Is it time to change your financial strategy? This class will look at the many economic changes that have occurred in the past year and give you the information you need to make informed decisions and help you understand the new tax laws and how they may impact your strategy. Additional topics covered include: current trends and your portfolio, whether you should react to economic headlines and more.
1461 | Retirement & Estate Strategies
Tuesday, December 5 | 1:00 PM → 2:00 PM | $5.00
Instructor: Anthony Camara, CFP®, MBA
Location: Grossmont Lifelong Learning Center
Learn how to accumulate and distribute money for retirement, keys to proper diversification, how to pass on money to heirs or charities in a tax-wise manner, increasing the probability of investment success, multi-generational planning, and more.
|