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Cabrillo Extension Classes
Money, Investments & Estate Planning

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Estate & End of Life Planning for Families Series

In this series of classes, family members will get help with navigating the fiduciary, legal, health care and communication challenges that families face. What is a trustee and why do you need one? Are you choosing a trustee? Will you be a trustee? Want the best for your family? Not sure where to start?

Join us to learn how to avoid common pitfalls and set the stage for success. Prepare yourself with a basic understanding of how communication, the law, finance, healthcare and other services can support your family needs.

Learn how to create the dream team for Mom and Dad’s care and then continue as a healthy family group through estate distribution. (This doesn’t happen by accident)

REGISTER FOR ALL 6 CLASSES below, or take individually.

  • Trustee Success Factors: Risk, Reward and Realities: Ask the Experts
  • You Don’t Know What You Don’t Know... Estate Legalese in Layman’s Language
  • Health Care Choices
  • Financial Planning for Elder Care and End of Life Costs
  • Creating Your Legacy, Honoring Theirs
  • Peaceful Estate Settlement


4 Sat., October 4 - 25
See times for each class listed below
Room: 714

Fee: $350

 

register online


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Trustee Success Factors: Risk, Reward and Realities: Ask the Experts

The experts will share their perspectives on risk, reward and the realities of getting prepared for generational transition in each of their areas followed by audience Q and A.

Panel Members include:

  • Karen Calcagno, Mediator & Family Meeting Facilitator
  • Kathleen Brewington – Estate Attorney
  • Tracy Cole – Trustee and Senior Care Consultant
  • Kristina Kuprina - President of Sequoia Wealth Advisors

 

Sat., October 4
10 am - 12 Noon
Room: 714
Fee: $35


register online


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You Don’t Know What You Don’t Know... Estate Legalese in Layman’s Language

Our Family Meeting Facilitator sets the scene of "A Tale of Two Families" and their challenges in the journey of health care, dying and estate settlement. What do we need to know and why? We'll have a Estate Attorney will cover Trusts, Trusteeship, Executor, Wills, Powers of Attorney, Health Care Directives, and Conservatorship and Probate.

Sat., October 11
9:30 am - 12:30 pm
Room: 714
Fee: $65


register online

 

Led by Karen Calcagno - Mediator & Family Meeting Facilitator & Kathleen Brewington – Estate Attorney

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Health Care Choices

Trustees are often responsible for health care choices for their elders. There is a steep learning curve in getting acquainted with the benefits and costs of each of many kinds of care. The secret for success is in finding the right solution for your particular situation. Tracy will share her broad expertise with class interaction. How do you get the whole family to agree to the chosen health care solution? We will also focus on tips for getting family members to pull together as a team.

Sat., October 11
1 - 4 pm
Room: 714
Fee: $65


register online

 

Led by Karen Calcagno - Mediator & Family Meeting Facilitator & Tracy Cole – Geriatric Care Advisor

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Financial Planning for Elder Care and End of Life Costs

Am I responsible to pay for my parents’ medical and health care bills if they can’t afford them?

Studies show that most people don’t think ahead to end of life care and costs. Those unfunded costs can have a disastrous outcome for families, and— financial planning isn’t all about money. A Financial Planner will lay out a sample plan for two fictional families, illustrating key tools for preparing for the future. Participants will have an opportunity to ask questions of specialists in Long Term Care Insurance and Reverse Mortgages. An Elder Law and Estate Attorney will discuss conservatorship and Medicaid funding for nursing home care. Our Family Meeting Facilitator will share tips on having family meetings to make these important decisions.

Sat., October 18
9:30 am - 4 pm
Room: 714
Fee: $90


register online

 

Led by Karen Calcagno - Mediator & Family Meeting Facilitator, Cheryl Rebottaro, Financial Planner &

Lucille des Jardins – Elder Law Attorney

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Creating Your Legacy, Honoring Theirs

“Who knows where your critical information is located?”, “How can I help my elders share their legacy of stories, values and wisdom before they are gone?”, “How do I want to be remembered, and am I creating the story I want to have told of me after I am gone?”. We'll help you think through how to begin the conversations to answer these questions.

Sat., October 25
9:30 am - 12:30 pm
Room: 714
Fee: $65


register online

 

Led by Karen Calcagno - Mediator & Family Meeting Facilitator & Holly Hawkins – Last Respects Consulting

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Peaceful Estate Settlement

For a variety of reasons, families often experience splintered relationships when parents have passed away and their assets (no matter how small) are distributed (or not). Family member/ trustees often do not have the relationship skills to navigate the murky waters of grief, sibling jealousy, or unfair outcomes presented in their parent’s wills.

A Professional Fiduciary will address requirements for settling an estate. We will provide insight into benefits and costs of having an outside trustee handle management and closure of the estate. We will also discuss special needs trusts for a disabled child and answer the question:”What is a trust protector?”

Sat., October 25
1 - 4 pm
Room: 714
Fee: $65


register online

 

Led by Karen Calcagno - Mediator & Family Meeting Facilitator & a Professional Fudiciary, TBD.

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Retirement Planning - A Common Sense Approach

Do you dream of retiring? Are you wondering if what you’ve saved is enough? Have you thought about how you will recreate your paycheck in retirement? This class will help you assess your retirement needs and develop a retirement income plan. We will explore the risks associated with retirement and discuss simple steps to get your retirement off to a strong start.

4 Tues., October 14 - Nov. 4
7 - 9 pm
Room 508

Register by Sept. 8: $64
Register after Sept. 8: $75


register online


Galaham Zuanich is an associate vice president with Morgan Stanley and has been a financial advisor for 12 years. He has a BS in Commerce Finance.

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Retirement Planning - Receive the Most from Your Social Security

Did you know that you have options in receiving Social Security? Some options may result in you receiving more money from Social Security retirement benefits. In this course we will explore the options that you have in deciding when and how to begin taking Social Security benefits. By the end of this class you will be able to determine what is the best course of action for you and your family.

Tues., Nov. 11
7 - 8:30 pm
Room 508

Register by Sept. 8: $18
Register after Sept. 8: $25


register online


Galaham Zuanich is an associate vice president with Morgan Stanley and has been a financial advisor for 12 years. He has a BS in Commerce Finance.

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Retirement Planning - Managing Your Employer Retirement Plan
(401(k), 403(b), and 457 plans)

The burden for saving and investing for retirement has shifted from companies to you. Pension plans are gone and the promise of Social Security may not be available. Most of us have some sort of retirement savings vehicle (401(k), 403(b), 457) through our employer. Now more than ever these savings tools are extremely important to our future. Come to this class to learn how to manage your retirement accounts and what to do when you move from one employer to the next.

Tues., Nov. 18
7 - 8:30 pm
Room 508

Register by Sept. 8: $18
Register after Sept. 8: $25


register online


Galaham Zuanich is an associate vice president with Morgan Stanley and has been a financial advisor for 12 years. He has a BS in Commerce Finance.

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College: How to Get In and Pay the Bill

If you are a parent with a high school student looking to enter college, this class will help you learn what you need to know to help your child search for a good college, understand what admission people are looking for, write that dreaded essay and create an excellent resume. Paying for college is the one of the largest expenditures most parents will face in their lifetimes. In this class we will discuss strategies that can help you reduce college costs.

High school students are encouraged to attend with their parent(s) at no extra cost.

2 Tue., Sept. 23 & 30
6:45 - 8:45 pm
Room: 432

Register by Sept. 8: $54
Register after Sept. 8: $62

 

register online


Stephen Shapiro CPA, CFP, has advised individuals on financial matters for over 20 years and has led financial workshops since 1989.

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Helping Your Child Navigate the College & Career Planning Process

Is college in your child’s future? Are you overwhelmed at the thought of assisting your child through the college planning process? Could you use some help in getting started?

This class will guide you to the college and career awareness resources available to parents and students. On average, it takes six years to get a four-year degree. Learn strategies that can help your child make informed choices that will lead to a successful college and career planning process.

This class is beneficial for all parents but is of most interest for middle and high school students.

2 Tue., Sept. 30 & Oct. 7 CLASS CANCELLED
6 - 8 pm
Room: 516

Register by Sept. 8: $54
Register after Sept. 8: $62

 

Luan Seaman has worked with Cabrillo College for the past six years on programs to help middle and high school students become college and career ready. She is committed to providing a positive experience for families navigating the college and career planning process.

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Introduction to Smart Investments

Whatever your dreams for happiness, financial freedom makes them even more attainable. This introductory investment class will give you the tools to help you define your goals with a realistic and definite timeline. You will also learn of many financial investments available to you such as:

  • Stocks - Primary and Secondary Markets, Dividends and Growth
  • Bonds - Municipal, Corporate and Government
  • Mutual funds
  • Tax Advantaged Investment
4 Tues., Sept. 9 - 30
7 - 9 pm
Room 508

Register by Sept 8: $64
Register after Sept. 8: $75

 

register online


Galaham Zuanich is an associate vice president with Morgan Stanley and has been a financial advisor for 12 years. He has a BS in Commerce Finance.


 

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