March @aoa: Safe Driving, Aging at The Movies, and Social Security

March 2013

@aoa . . . e-news from Alliance on Aging

Happy Birthday, Welcome to Medicare

Turning 65 this year? Celebrate in advance by attending one of our Medicare Basics classes where you can learn the "ABCs - and Ds" of Medicare before you enroll. Check the News and Events page on the Alliance on Aging website for details on upcoming presentations in Marina, Greenfield and Carmel.

Is It Time to "Tune Up" Your Driving Skills?

CHP Officer Robert Lehmen is back with another Age Well Drive Smart class. This two-hour class is geared towards seniors; upon completion you will receive a certificate to present to your insurance carrier for a safe driver discount.

Advanced registration is required; contact Michelle Lopez at 831.655.4241.

click here for more information

""Old age ain't for sissies!..."

... this according to 50's era movie start Bette Davis. Join us for a six-part series where we'll watch and discuss how successfully the issues of aging are addressed by characters in film.

This six-part series consisting of The Last of the Blonde Bombshells, Best Exotic Marigold Hotel, Trouble with the Curve, The Cemetery Club, A Company of Strangers and Young at Heart begins April 3rd. Click here for full schedule.

To register contact Michelle Lopez at 831.655.4241.

Aging with Vitality: A Festival of Ideas

Registration is now open for our upcoming health management conference for seniors. This free event will feature seminars in both English and Spanish, resource and information tables, complimentary access to the Steinbeck Center's galleries, a continental breakfast and a boxed lunch.

Space is limited; advanced registration is required.

click here for conference info & to access the registration form

"My sole source of income is Social Security. Do I have to file taxes?"

Based on your filing status and the level of your income, you may still be required to file income taxes even if your sole source of income is your Social Security benefits. The Tax Counseling for the Elderly (TCE) Program has several preparation sites around the county that can prepare your taxes at no cost.

Click here to read more about Social Security and your taxes, to learn about the TCE Program, or to make an appointment.

Save the Date: May 21, 2013

Why? So that you can join a busload of seniors from throughout the county on Tuesday, May 21 for a trip to Salinas to appear before our county Board of Supervisors and celebrate Older American's Month. Sponsored by Monterey County's Community for Aging, this is a timely opportunity for all of us to let our policy makers understand how critical The Older Americans Act programs are to seniors in our community. Look for more details in the April edition of @aoa.

Two Free Arthritis Foundation Seminars

The Arthritis Foundation presents Dr. Christopher Meckel, Orthopedic Surgeon. At this free seminar you will learn about minimally invasive hip and knee surgery.

Also coming soon is the Juvenile Arthritis Family Education Day.

Click here for details and instructions on how to register for either or both of these events.

Give a Gift of Stock

Investing in stocks and bonds is a mixed blessing. The good news is your investment may have appreciated in value. The bad news?... you may owe substantial capital gains tax when you sell.

Donating your securities to the Alliance on Aging will provide you a full income tax deductions based upon the current market value, and you completely avoid ever having to pay capital gains tax on your donated investment. In addition, your charitable contribution may help you avoid estate taxes. Now that's really a win-win!

The information to provide to your broker for wire transfers is: Morgan Stanley Smith Barney DTC No. 0418, Account No. 593-10881-15-006.

Please consult your tax advisor for additional information and contact Alliance on Aging to notify us of your plans to transfer your stock.

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