“OSHER is a wonderful addition to my retirement portfolio.”
Margaret Palumbo, Osher Member since 2012

The Osher Lifelong Learning Institute at the University of New Mexico is pleased to announce a new partnership with the Del Webb Alegria Active Adult Community to offer classes in Sandoval County. Del Webb Alegria is located at 901 Cottonwood Circle, Bernalillo, NM 87004. Osher classes and member events will be offered at Del Webb Alegria, accessible from Highway 528 in Bernalillo.

We welcome our new Alegria Del Webb members to the Osher community! Del Webb Alegria Active Adult Community
901 Cottonwood Circle, Bernalillo, NM 87004
Phone: (505) 771-3367

View Classes Happening at Del Webb Alegria

Visit Del Webb Alegria's Website

Directions

From Albuquerque:
I-25 North to Exit 242 (Bernalillo/Placitas) Turn left onto Hwy 550 for 2.3 miles Turn left onto Hwy 528 for 1.3 miles Turn left onto Santiago Way (second light after Wal-Mart on left) The community is at the end of Santiago Way

From Santa Fe:
I-25 South to Exit 242 (Bernalillo/Placitas) Turn right onto Hwy 550 (2.3 miles) Turn left onto Hwy 528 (1.3 miles) Turn left onto Santiago Way (second light after Wal-Mart on left) The community is at the end of Santiago Way 

Stay tuned for great Osher course offerings coming to the clubhouse of Jubilee at Los Lunas in the fall of 2013!

Jubilee at Los Lunas
640 Promenade Trail SW, Los Lunas, NM 87031 (505)866-1777
http://jubileeloslunas.com

At exit 203, take ramp right for NM-6 toward Los Lunas
Turn right onto NM-6 W / Main St NW
Turn left onto Jubilee Blvd SW
At roundabout, take 1st exit
Turn left onto Promenade Trail SW

On Wednesday, June 5, 2013 at 10:00AM, the Osher Lifelong Learning Institute at UNM presents “Estate Planning for the Middle-Class” with Sheila Hard, JD and Patricia Bradley, JD at the Jubilee Community in Los Lunas

“Estate Planning for the Middle-Class”

You’re not Warren Buffett… You’re not even Jimmy Buffett.
But you know you need an estate plan. And you know it’s not safe to assume a last will and testament is adequate to protect your family and your assets. Even the most carefully created will doesn't defend your heirs and beneficiaries from estate taxes, expenses, publicity and delays of probate. What about your spouse or elderly parents with long-term care needs, potential future income, capital gains or estate tax issues?
While estate planning is often about planning for future actions, there are actions you can take today to insure future benefits for your beneficiaries, including your chosen passions for philanthropy. This interactive lecture-discussion will explore a variety of tools, including wills, gift annuities, tax considerations and other tools that will preserve a foundation for the future.

Sheila Hard, JD

Sheila is a noted practitioner in tax-planned charitable giving. She has advised not-for-profit institutions and provided information to individuals on the tax aspects of their personal philanthropy, discovering and integrating their philanthropic objectives into the estate planning process. She is currently the Director of Gift Planning for the University of New Mexico Foundation. Past positions include Director of Planned Giving for Sacramento State University; Associate Director of the Office of Planned Giving at the University of California, Berkeley, and Executive Director of the Episcopal Foundation of Northern California. Her education includes a B.A. with honors from California State University, Fullerton; an M.T.S. from Harvard Divinity School; and a J.D. from McGeorge School of Law. She has been a member of the Partnership for Philanthropic Planning since 1991.

Patricia Bradley, JD

Patricia Bradley has more than 30 years of experience in the legal profession helping businesses and individuals in bankruptcies, estate planning and business transactions. Her goal is to provide peace of mind in some of life’s most stressful situations. A native of New Mexico, Ms. Bradley returned to New Mexico in 2005. Inspired by her own family’s needs at that time, Ms. Bradley expanded her law practice to include estate planning, business trans-actions and trusts. “At that time, I came to understand how critically important estate planning was to my parents.” Her practice includes simple and complex wills and trusts, special-needs trusts, guardianships, conservatorships and probate. In addition to consulting with individuals regarding asset protection and planning, Ms. Bradley also provides counsel on the administration of complex trusts and the allocation of assets in family trusts. Ms. Bradley is a graduate of the University of New Mexico, where she was awarded the Order of the Coif for a high degree of scholarship. Her achievements continue to be commended by her peers and clients for her professionalism and integrity.

We're pleased to announce that the UNM Alumni Association has become a partner of the Osher Lifelong Learning Institute. All alumni will receive a 10% discount for all Osher courses. This discount is not applicable to the Osher membership fee. Thousands of alumni in the Osher age group of 50+ live in the Albuquerque metropolitan area and we invite them to become Osher members.

Visit the UNM Alumni Web Site

The Osher Institute is partnering with the YMCA of Central New Mexico to provide even more value for your Osher Membership. Osher Members are now eligible for the Corporate Membership discount at the YMCA site locations and they will waive their 'Joining Fee' of $50.

Monthly, this is a savings of approximately 10% off the YMCA's regular membership rates. The YMCA has beautiful new facilities on Indian School and Comanche/Tramway with work-out facilities, pools and other wonderful benefits of membership.

For more information, please call Maralie BeLonge at 505-277-6179 or via email at belonge@unm.edu. You may also visit the YMCA's website:

Visit YMCACNM's Website

Osher Members receive a 10% discount for the Albuquerque International Association(AIA) Lecture Series. For more information, a full calendar of AIA events and to register, please visit www.abqinternational.org

Defined Fitness is pleased to offer all Osher members a special discounted membership rate of only $34 per month! Defined Fitness is New Mexico's no-contract health club that offers hundreds of group exercise classes, aquatics complex, five convenient locations and more. Bring proof of Osher Membership (a letter available from Maralie BeLonge or Continuing Education Registration) to any location to sign up. For more information about Defined Fitness, please visit defined.com and facebook.com/definedfitness.