It's Your Money: Making and Sticking to Tough but Smart Money Decisions
Valerie Coleman Morris, a distinguished money manager, TV financial anchor and author, will discuss the challenges of keeping hard-earned savings in one’s later years. She will discuss how to handle the boomerang trend (adult children returning home) and issues around the status of the family home (e.g., the kids want you to keep the house; you are trying to determine whether to reverse mortgage your home or have them buy it). Coleman will also address rightsizing versus downsizing your living space and explain the value of embracing the concept of gifting while alive. (The grandest gifts are often 529 plans.) Conversely, she will touch on the pitfalls of cash loans to family or friends and the importance of keeping vital documents current, confirming that all beneficiary designations are up to date.
The Commonwealth Club
110 The Embarcadero
Toni Rembe Rock Auditorium
San Francisco, 94105