Jan 20 CLOSED FOR HOLIDAY
Is reverse mortgage the right choice for you? Who is eligible? What is teh difference between a reverse mortgage and a home equity loan? Patrick Krull from MLD Mortgage will answer these and other questions.
CLOSED FOR HOLIDAY
Leaving an inheritance to someone is a personal and private matter with so many variables that is can seem overwhelming. Learn why it's cruciall to leave nothing vague or open to interpretation, and to give or not give inheritance while your are living. Attorney Christopher P. Young will discuss how you can minimize the possibility of a legal battle after you are gone and ensure your final…
Regardless of your net worth, it is important to have a basic estate plan in place. Attorney Annette Dawson-Davis will discuss estate planning, wills, trusts and probate. Learn tips to selecting a trustee, avoiding family conflicts and protecting your assets.
This presentation is designed for those age 60 and older to understand legal information, assist in filling out documents, and help identify individual legal needs. The workshop is followed by 1 hour of assistance in filling out forms. Sponsored by VC Area Agency on Aging, and Grey Law of Ventura County.
No-cost income tax assistance for seniors of low to moderate income. Bring a copy of your 2018 tax return, 2019 W-2s, interest statements and 1099s. Current identification and Social Security card must be presented at time of appointment.
Financial Planning appointments available the third Monday of each month between 1:00-3:00pm. Certified Financial Planner Bob Harrell. Virtual only.