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We are always working diligently to bring you quality informational events.

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How to Prepare Financially for Divorce or Separation

Tuesday, 1/19/18

10:00 – 11:00 a.m.

San Marcos Senior Center

111 Richmar Ave

San Marcos, CA 92069

Are you thinking about divorce and worrying about how it might impact you financially? Are you concerned about separating yourself financially from your spouse, splitting bank and retirement accounts, and making sure you collect all of the financial documentation you will need before you leave? Divorce can be a daunting process, but don’t let it paralyze you. This course will answer your questions on how to prepare financially before you separate and give you some secrets for saving money.

Register for San Diego Oasis Class # 775 by clicking here


Medicare Made Easy

Wednesday, 2/7/2018

1:00 – 2:30 pm

Ramona Senior Center

434 Aqua Lane

Ramona, CA 92065

Are you receiving piles of Medicare mail and trying to understand what it all means? Medicare is complex and can be very confusing, so this class is designed to give you clarity. We will discuss the different parts of Medicare, the differences between Advantage Plans and Supplements, enrollment periods, prescription drug plans, and the options you have to consider. Medicare beneficiaries, people approaching age 65, and caregivers are encouraged to attend. Bring a friend and your questions!

Register for San Diego Oasis Class # 780 by clicking here


Medicare Made Easy

Thursday, 2/22/2018

1:00 – 2:30 pm

Escondido Senior Center

210 E Park Ave

Escondido, CA 92025

Are you receiving piles of Medicare mail and trying to understand what it all means? Medicare is complex and can be very confusing, so this class is designed to give you clarity. We will discuss the different parts of Medicare, the differences between Advantage Plans and Supplements, enrollment periods, prescription drug plans, and the options you have to consider. Medicare beneficiaries, people approaching age 65, and caregivers are encouraged to attend. Bring a friend and your questions!

Register for San Diego Oasis Class # 781 by clicking here


Medicare Made Easy

Thursday, 3/10/2018

9:30 – 11:00 am

San Marcos Senior Center

111 Richmar Ave

San Marcos, CA 92069

Are you receiving piles of Medicare mail and trying to understand what it all means? Medicare is complex and can be very confusing, so this class is designed to give you clarity. We will discuss the different parts of Medicare, the differences between Advantage Plans and Supplements, enrollment periods, prescription drug plans, and the options you have to consider. Medicare beneficiaries, people approaching age 65, and caregivers are encouraged to attend. Bring a friend and your questions!

Register for San Diego Oasis Class # 782 by clicking here


Long-Term Care: What You Need to Know

Friday, 3/23/2018

10:00 – 11:00 am

San Marcos Senior Center

111 Richmar Ave

San Marcos, CA

At least 70% of people over the age of 65 will need long-term care services at some point in their lives. Care that assists people with their activities of daily living is called custodial care and Medicare does not cover this. With healthcare costs continuing to rise, how will you afford it? This course will discover the different options for receiving care and various ways to cover the costs. Lisa Claycomb is a financial advisor and is Certified in Long-Term Care (CLTC).

Register for San Diego Oasis Class # 779 by clicking here


Guaranteed Lifetime Income: How and Where to Get Yours

Tuesday, 4/3/2018

1:00 – 2:00 pm

Escondido Senior Center

210 E Park Ave

Escondido, CA 92025

Would you be happier and more comfortable in retirement if you had guaranteed monthly income that you couldn’t outlive? What if you had multiple sources? While Social Security is one type of certain income, for most people it’s not enough to meet all of their needs. In this course we will discuss some other sources of guaranteed income and address the myths, facts, and misconceptions you need to know.

Register for San Diego Oasis Class # 633 by clicking here


Medicare Made Easy

Wednesday, 4/18/2018

10:00 – 11:30 pm

Escondido Senior Center

210 E Park Ave

Escondido, CA 92025

Are you receiving piles of Medicare mail and trying to understand what it all means? Medicare is complex and can be very confusing, so this class is designed to give you clarity. We will discuss the different parts of Medicare, the differences between Advantage Plans and Supplements, enrollment periods, prescription drug plans, and the options you have to consider. Medicare beneficiaries, people approaching age 65, and caregivers are encouraged to attend. Bring a friend and your questions!

Register for San Diego Oasis Class # 783 by clicking here