EVENTS

O’Connor Woods Presents: A Three-part Financial Planning Series

AGING IN AMERICA
Retirement Options, Long Term Living, and Estate Legacies

As Americans age, so do the roles of responsibility, including the transition from working toward retirement to preparing for retirement. Financial planning is an often overlooked component to securing control in life for maturing adults. Aging in America addresses the needs and fields the questions for individuals seeking to have their golden years truly shine.

With more than 31 years in insurance and financial planning, Phyllis Klein has been helping people create prosperous financial futures. Ms. Klein holds Series 7 and 66 licenses, along with a Life & Health Insurance license. She is president of Randolph & Klein Financial Solutions. Klein teaches a course in Basic Money Management and the Mindset of Money at CSU.

October 16:  RETIRE ON PURPOSE – Beyond financial planning: Creating the life you want
October 23:  SOCIAL SECURITY – What’s my year?
October 30:  MEDICARE 101 – Parts A, B, C, D

Wednesdays, October 16, 23 and 30
North Club House
5:30 p.m. – 6:30 p.m.
Refreshments provided

RSVP by calling 209-956-3400 to reserve your spot or complete form.  Limited seating available.

We’re coming to your neighborhood!

O’Connor Woods is a nonprofit continuing care retirement community in northern San Joaquin Valley. Our welcoming, friendly culture can transform your retirement into a grand adventure of discovery, socializing, laughter, learning and happiness … with the contentment that comes from having a plan for the what-ifs that may lie ahead.

Call today to set-up your opportunity to experience life at O’Connor Woods.

Join us for a tasty continental breakfast and learn the benefits of living at O’Connor Woods. Q & A session afterward.

Call today to set-up your opportunity to experience life at O’Connor Woods.

Limited seating. Reserve your spot by October 23th. Call 209-278-0703 or complete form.

O’Connor Woods Presents: A Three-part Financial Planning Series

AGING IN AMERICA
Retirement Options, Long Term Living, and Estate Legacies

As Americans age, so do the roles of responsibility, including the transition from working toward retirement to preparing for retirement. Financial planning is an often overlooked component to securing control in life for maturing adults. Aging in America addresses the needs and fields the questions for individuals seeking to have their golden years truly shine.

With more than 31 years in insurance and financial planning, Phyllis Klein has been helping people create prosperous financial futures. Ms. Klein holds Series 7 and 66 licenses, along with a Life & Health Insurance license. She is president of Randolph & Klein Financial Solutions. Klein teaches a course in Basic Money Management and the Mindset of Money at CSU.

October 16:  RETIRE ON PURPOSE – Beyond financial planning: Creating the life you want
October 23:  SOCIAL SECURITY – What’s my year?
October 30:  MEDICARE 101 – Parts A, B, C, D

Wednesdays, October 16, 23 and 30
North Club House
5:30 p.m. – 6:30 p.m.
Refreshments provided

RSVP by calling 209-956-3400 to reserve your spot or complete form.  Limited seating available.

We’re coming to your neighborhood!

O’Connor Woods is a nonprofit continuing care retirement community in northern San Joaquin Valley. Our welcoming, friendly culture can transform your retirement into a grand adventure of discovery, socializing, laughter, learning and happiness … with the contentment that comes from having a plan for the what-ifs that may lie ahead.

Call today to set-up your opportunity to experience life at O’Connor Woods.

Join us for a tasty continental breakfast and learn the benefits of living at O’Connor Woods. Q & A session afterward.

Call today to set-up your opportunity to experience life at O’Connor Woods.

Limited seating. Reserve your spot by October 28th. Call 209-279-5855 or complete form.

The Widowed Persons Association of California (WPAC) is a social organization and support group for widowed men and women of all ages. Anyone is invited to attend this monthly social gathering. Make new friends, enjoy a delicious lunch, and learn about all of the great outings and programs they have coming up. This group meets on the third Saturday of each month in West Hall. If you aren’t sure if you would like to become a member just yet, you are welcome to attend the luncheon as a guest.

Social Hour is from 11:00 a.m. to 12:00 p.m. Luncheon is served at 12:00 pm. The cost is $20,00 (pay cash or check in-person at luncheon).

Please RSVP to Penny Francis at 209-476-4047 by the Tuesday before each session.