The Walnut Creek Library Foundation presents 4 finance programs held bi-weekly on Thursdays


Finance 101: Medi-Cal Eligibility Rules & Special Needs Planning Basics
Presenter: Kirsten Howe, Absolute Trust Counsel
Thursday, April 8, 2021
7:00 – 8:30pm

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.  Also, for parents concerned with providing financial security and stability for a special needs child, we discuss the resources available to help cover your child’s personal care needs, financial and legal needs now and for the future. Join us as we discuss Medi-Cal eligibility rules, planning techniques and helpful resources for special needs planning.

Kirsten Howe is the founder and managing attorney of Absolute Trust Counsel, a trusted law firm in Walnut Creek, California. Her practice focuses on estate planning, trust administration, probate, Medi-Cal planning and special needs planning. Kirsten earned her J.D. cum laude at the University of California, Hastings College of the Law, where she was a member of the Thurston Society and Managing Editor of The Hastings Law Journal. 

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Finance 101: Social Security and Medicare: Get What’s Yours
Presenter: Ian B. Wetherell, Senior Director, Principal Global Investors
Thursday, April 22, 2021
7:00 – 8:30pm

In this presentation, we will cover how to maximize an important retirement income source: Social Security. Filing strategies and planning ideas will be discussed. We will also cover one of your larger fixed expenses in retirement, Medicare, and the key considerations when filing.

Ian B. Wetherell, Senior Director with Principal Global Investors, assists advisors in Northern California and Northern Nevada on two key areas of expertise: maximizing Social Security income and managing the expense that Medicare represents. Many clients overlook issues in these areas that cause their retirement plan to run off track, and Ian’s passion is to help prevent that from happening. Ian has been in the financial advisory industry since 1999.

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Finance 101: U.S. 2021 Economic Outlook: Into the Stimulus Slingshot
Presenter: George Noceti, Senior Wealth Advisor, Morgan Stanley

Political outcomes since January have led Morgan Stanley’s strategists to expect an additional $1.0-$1.5t Covid-related stimulus package, likely delivered in March. In order to help consumers understand the economy before they invest, George Noceti will give an economic forecast, progress in the U.S. Economic Recovery, Consumer Spending, and Inflation.

A Senior Wealth Advisor at Morgan Stanley in Walnut Creek, George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a frequently financial news contributor. George has taught in the Personal Financial Planning Program at the University of California at Berkeley for many years.  In 2011, he was honored by the University by receiving the Tim Kochis Award for Teaching Excellence.

WATCH THE VIDEO HERE


Finance 101: Why Should I Own Life Insurance
Presenters: JP McDermott & Jane Vidal, Financial Planners, MML Investors Services, LLC
Thursday, March 25, 2021
7:00 – 8:30pm

Life insurance can be a key part of anyone’s financial strategy, and yet there are a myriad of products that can make it challenging to know what is right for you. Jane Vidal and JP McDermott of MML Investors Services, LLC will explain the many options to help you make an informed choice by sharing real world examples of how life insurance benefits you, your family, loved ones, and even business partners.

Jane Vidal has for the last 15 years created plans for a number of clients to help them realize their hopes, dreams and financial freedom. She is licensed to sell insurance and securities in California and Oregon. Jane is a registered representative of and offers securities, investment advisory services and financial planning through MML Investors Services, LLC. Domiciled in CA, CA Insurance License Number 0G63843                                                

As a Financial Planner, JP McDermott takes clients through a comprehensive, holistic planning process to help them achieve their goals, creates retirement plans, and business continuation strategies for his clients. JP is licensed to sell insurance and securities in California and New York. He is also a registered representative and offers securities, investment advisory services and financial planning through MML Investors Services, LLC. Domiciled in CA, CA Insurance License Number 0G32564 

WATCH THE VIDEO HERE 


 

Masterpiece Sponsor: Kathy and Jerry Hicks

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