Savvy Cyber Security: 10 Threats Every Person & Business Faces–and How to Fight Them Now

Monday, October 23 @ 4:00 pm
Oak View Room ~ Walnut Creek Library – REGISTER>

Headlines about data breaches just keep coming. The Equifax breach exposed the personal information of 143 million people. In this interactive workshop, Wealth Adviser George Noceti & Financial Adviser Paul Noceti will walk you through the best way to respond to a data breach, help you assess if your personal information is at risk, and identify action items to hack-proof your life. 
 
They will also cover how to protect your child’s credit before it is too late; how an ATM can put your identity at risk; 3 tips for making your smartphone / tablet more secure; how your home Wi-Fi is putting you and your family’s security at risk; two methods fraudsters use to impersonate your business; and why you should review your social media privacy settings now.
 
George and Paul Noceti are part of the Integra Group at Morgan Stanley based in Walnut Creek where they assist clients with developing financial plans to manage present situations and achieve future goals. 
 

Estate Planning – What You Really Need to Know

Monday, October 30 @ 4:00 pm
Oak View Room ~ Walnut Creek Library – REGISTER>

Estate planning is the process of arranging for the efficient transfer of your property to the persons you wish during your life or after your death and providing for your care if you become incapacitated in the future . An effective estate plan allows your wishes to be carried out while minimizing costs and family conflicts. 

Gordon Baker is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California, California Board of Legal Specialization. With over 30 years of experience he has repeatedly been designated a Northern California Super Lawyer® in the area of estate planning and has been rated as one of the Top 100 estate planning attorneys in Northern California by San Francisco Magazine. He holds an LLM (Master of Laws and Letters), a post-graduate degree in taxation law, and is rated an Accredited Estate Planner by the National Association of Estate Planners and Councils.


Can Medi-Cal Help You Pay Your Nursing Home Expenses? 

Monday, November 6 @ 4:00 pm
Oak View Room ~ Walnut Creek Library – REGISTER>

If you had to add an extra $8,000 – $12,000 to your monthly budget because a spouse or parent needed nursing home care, how long could you do it?  With proper planning you can stop the rapid outflow of cash before it’s all gone.  Join estate planning attorney Kirsten Howe for a discussion on Medi-Cal eligibility rules and planning techniques.  

Always smart and entertaining, Kirsten Howe is among the most highly ranked estate planning attorneys in Walnut Creek. The firm’s areas of expertise include Estate Planning, Trust Administration, Medi-Cal Planning, Probate, Retirement Asset Planning and Special Needs Planning. Kirsten began her law career as a business planning attorney, but soon realized estate planning and elder law were her passions. Kirsten Howe provides easy, legal solutions for every client and prides herself on long-lasting relationships with her clients.

 For special accommodations, please contact the Walnut Creek Library Foundation 72 hours in advance.

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