october, 2018

sat27oct10:00 amsat12:00 pmPlanning Ahead seminar for seniors and their families10:00 am - 12:00 pm Ramona Senior Center, 434 Aqua Lane

Event Details

Planning Ahead seminar

A free seminar for seniors and their families, “Planning Ahead: Put Your financial House in Order” will be held at the Ramona Senior Center, 434 Aqua Lane, on Saturday, Oct. 27, from 10 a.m. to noon. Seminar topics will include Benefits of a Reverse Mortgage to Retire Better, Benefits of Working with an Experienced Professional to Create Your Living Trust, and Benefits of Proposition 60 and 90 Tax Loopholes You Should Know. Presented by Jon Erro and The Home Team, the seminar will feature speakers Barbara Mullins and Mark Rauch. A complumentary continental breakfast will be provided.

To register, call Mullins at 858-864-7664.



Originally published in the Ramona Sentinel – October 17, 2018



(Saturday) 10:00 am - 12:00 pm


Ramona Senior Center

434 Aqua Lane