ESTATE PLANNING 101

Join Us For A Free, Four-Part Educational Workshop Series at The Salvation Army Joan B. Kroc Theatre
All Sessions hosted by Marguerite Lorenz, CTFA, CLPF

2 classes per day for 4 days.
SESSION 1 - 9:00AM -10:30AM
BREAK - 10:30AM -10:45AM
SESSION 2 - 10:45AM -12:00PM

May 8
Class 1 “Estate Planning 101”
Class 2 Estate Planning Basics

May 10
Class 3. Advanced Health Care Directive,
Conservatorship & Power of Attorney over Assets
Class 4 Advanced Estate Planning

May 15
Class 5 Charitable Income & Tax Planning Issues
Class 6 IRA, 401k, 403b and 457 plans, Savings and
Retirement funds, beneficiary designations

May 17
Class 7 Being a Trustee & Executor
Class 8 Case Study/Review

This is an educational workshop series and there are no sales. This program is made possible by the sponsorship of Charities only and that’s why we can offer this great series of classes without selling anything.

Sponsored by your friends at The Salvation Army
KPBS • American Heart Association • Fallbrook Library
San Diego Air and Space Museum • Casa Foundation
USS Midway Museum • Fallbrook Music Society
Foundation for Senior Care

Registration is required.
Go to www.estateplanning101.org
or call 619.269.1547 by May 1, 2012

Life Options

Life Options provides an opportunity for individuals age 55 and over to remain positively engaged in their communities while exploring educational, social and volunteer experiences. The Kroc Center’s expanding program is offering weekly classes, social gatherings, support groups and free monthly lectures. Call 619.269.1540 for more information.

Scene Study Class

A senior theater class taught by a professional through San Diego Community College Continuing Education. Students will be given scripts, paired up and expected to do rehearsal homework. This workshop is for beginner to intermediate actors.

• Class limit: 20 students
• Instructor: Hollymarie Ritter
• Day/Time: Fridays 10:00 a.m. to 1:00 p.m.
• Session: On-going
• Fee: FREE
• Location: Band Room

Kinship Support Group

Our Kinship Support Group provides support and services to relative caregivers and their children. If you are raising your grandchildren, nieces, nephews or other relatives, this group offers specialized training classes, resources and referrals. Classes are in English and in Spanish. Call Rose House at 619.447.5004 for service and meeting information.

• Class limit: 12 students
• Instructor: Celeste Hunter (English), Maria Magana (Spanish)
• Day/Time: Thursdays 10:00 to Noon
• Session: On-going
• Fee: FREE
• Location: Education Center Room 159,  Band Room

Intergenerational Garden Project

Plant a garden with the Summer Day Campers. Share the experience of growing organic vegetables. Share recipes for healthy menus. Please contact Life Options at 619.269.1424 for times and dates

Writing Your Autobiography

Create an autobiography with “YOU! History in the Making.” Rita Ryan Micklish, San Diego author and SDSU instructor offers a six-session small group experience. Pre-registration is necessary by calling 619.269.1422 or e-mailing Kroc.volunteers@usw.salvationarmy.org.

• Class limit: 15 students
• Instructor: Rita Ryan Micklish
• Day/Time: Wednesdays 10:00 to 11:30 a.m.
• Session: Call 619.269.1422 for session dates
• Fee: FREE
• Location: TBA

Silver Sneakers

Offered in conjunction with Secure Horizons, the SilverSneakers program offers active older adults the opportunity to exercise in a relaxed environment to build the physical fitness required to perform daily tasks. Classes are chair-based and are designed to address the needs of participants with varying degrees of fitness.