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Senior Family Forum

A wealth of financial information awaits at the Senior Family Forum

In his 1975 book Without Feathers Woody Allen humorously observed, “Money is better than poverty, if only for financial reasons.”

Unfortunately, money isn’t a laughing matter to most people. Instead, the American Psychological Association’s 2017 Stress in America survey shows that about 62 percent of Americans feel stressed about money.

Adding to the stress are sobering headlines blaring threats to our pocketbooks: “More California Homeowners Struggle to Get Fire Insurance”, “Social Security has a looming $11 trillion shortfall”, “FBI says Internet romance scams on the rise…”

Sonora Area Foundation’s upcoming Senior Family Forum – Money Matters event offers an opportunity to help mitigate that stress through education. The event brings local experts’ financial knowledge to seniors and their families, and the only cost to attendees is a few hours of their time.

The free event, to be held Thursday, October 4 from 8:45 a.m. to noon at Sierra Bible Church, is SAF’s third forum. The first, presented in May 2017, was the brainchild of SAF board member Gary Dambacher and included both legal and financial information. This year, the legal and financial sides were split into two events, with legal issues the focus of the May 2018 forum.

No products or services are sold at the forums; the event is provided as a community service. The forum’s goal is to educate seniors and their families on timely, important financial issues.

Money Matters’ roster includes seven local professionals speaking on a broad range of topics: Funeral and burial expenses (Jeff Wilson); long-term care insurance (Michelle Dean); Social Security (Ron Roberson, CPA); scams (Sheriff Bill Pooley); fire insurance update (Julie von Savoye); new tax law and charitable giving (E. Samuel Wheeler, CPA); reverse mortgages (Stan Forrest); and more.

Weighty topics all, to be sure, but the condensed nature of the presentations translates to succinct, accessible material. Consider what past forums’ attendees had to say:

Your line-up of speakers was unbelievable. They kept heavy information light as possible, and were warm and funny…

A very diverse amount of information delivered concisely and from the right people!

The forum is not just for those with questions about their financial futures. Those who are solidly grounded in all things financial stand to benefit, too, as experts’ up-to-date information may spark new conversations.

Such was the case with one attendee, who “left with a list of items in need of attention…things we hadn’t even thought about but need to discuss, with each other, our children and share with our friends.”

With something for all, the Senior Family Forum – Money Matters offers a wealth of financial information. For those willing to invest a few hours of their time, rich dividends of information, tips and resources await.

Senior Family Forum – Money Matters takes place on Thursday, October 4, 2018, from 8:45 a.m. to noon at Sierra Bible Church, 15171 Tuolumne Road, Sonora. Refreshments will be served. Reservations are requested. Call Sonora Area Foundation at (209) 533-2596 to reserve your spot or for more information.