Skip Frenzel

SEMINAR SCHEDULE FOR 2009-2010

The 2009-2010 series of seminars for Agape Long Term Care is listed below. These presentations will be free to the public, but the target audience will be SRES Realtors, their senior clients, and the client's adult children. However, we do encourage anyone to attend. They will be educational in nature, not infomercials with marketing messages. The session is allotted 2 hours with the presentation lasting 1-1 ½ hours, with time for Q&A. Usually, some of the team members of Agape Long Term Care will be present to introduce themselves after the seminar and give a short description of what they do. In fact, several of the seminars will be presented by team members.

· Nov. 19-Alzheimer's Association, Bonnie Bollwinkle & Dementia Care Coaching, Tiffany Mikles speak on Alzheimer's. Nov is National Alzheimer's Month and the Memory Walk will be talked about.

· Dec.-no seminar

· Jan. 28, 2010-The Tax Life of an Investment Property-Kent Noard, EA, CFP

· Feb. 25-Psychological aspects of aging with a psychologist & psychiatrist

· Mar. 25-Home Care Agencies-panel discussion

· Apr. 29-Elder Abuse

· May 27-ID Theft

· June 24-OnLok Lifestyles tour and presentation

· July 29-VA benefits including Long Term Care

· Aug. 26-A Second Glance at Your Retirement

· Sept. 30-Mortgage Scams

· Oct. 28-High Tech + High Touch = new options for elders to maintain their independence

· Nov. 18-Disaster Preparedness

• Dec. no seminar

Except for those noted in Jan & June, will be held at 1871 The Alameda, near W. Hedding, San Jose, CA at 1:00 PM. Please contact the host for questions.

Hosted by Skip Frenzel, Agape Long Term Care & Agape Real Estate
408-984-6661
info@AgapeLTC.com
www.AgapeLTC.com

One of my team members gave me this publication at my last seminar, and I'm going to put it in all my handouts. It is a gold mine for Seniors. It is published by the CA Bar Association. It is free, you can order in quantity, and is very well done. There is a pdf form of it too, and it comes in 6 languages.

Here is the link to order:

http://www.fsbcal.org/programs/publications.html

Skip Frenzel, Agape Long Term Care, Agape Real Estate

Introduction: Tax Help For Low Income, Disabled, Elderly or Limited English Speaking Persons Provided by Volunteer Income Tax Assistance (V.I.T.A.)

· To qualify for free VITA tax help, your 2007 income must be less than $42,000 for an individual.

· No appointments necessary -- unless stated. Customers will be served on a first come, first served basis.

· Volunteers are trained to prepare only basic 2007 Forms 1040EZ, 1040A or 1040 with Sch. A, B and California State Income Tax Returns only!

· Federal and State returns will be prepared at all sites. V.I.T.A. sites will NOT prepare State-only returns.

• You must bring the following income tax information:

• Photo identification for the taxpayer
• Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
• Social Security Cards for any person on the tax return
• Birth dates for any person on the tax return
• Interest and dividend statements from banks (Forms 1099)
• Bank routing numbers and account numbers for Direct Deposit
• Other relevant information about income and expenses
• Total amount paid for day care
• Day care provider's identifying number
• Current year's tax booklets received in the mail
• A copy of last year's Federal and State returns if available
• NOTE: To e-file taxes on a married joint tax return, both spouses must be present

full link: http://www.sjlibrary.org/research/web/vita.htm

http://www.sjlibrary.org/research/web/iguide_subjectList.htm?t=63&catID=460