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Kellie Morris will speak on finances and fraud at the next club meeting

Kellie Morris will speak on finances  and fraud at the next club meeting Kellie Morris will speak on finances  and fraud at the next club meeting

SUNSHINE CLUB

Kellie Morris will present a speech titled “Getting Your Finances In Order” to the Sunshine Club over Zoom on Friday, Sept. 18, at 10 a.m.

The presentation is focused on understanding the benefits of financial wellness and how having one’s financial assets in order can protect them from fraud. The group will discuss what should be done to protect one’s assets and the risk of not securing those assets. Morris’ speech will also include a discussion on elder financial abuse.

Getting finances in order is good for anyone who has financial assets and would like to learn how to plan ahead and protect those assets from financial fraud.

Morris is the current director of the Council on Aging, Southern California’s senior protection program, and the Financial Abuse Specialist Team (FAST). She provides education and outreach and limited public consultations regarding elder abuse and co-chairs monthly FAST meetings.

Additionally, Kelli serves as a Social Security Disability Appeals Attorney and represents individuals throughout California and neighboring states.

Kelli has a BA in biological sciences with an emphasis on genetics and a minor in psychology from USC, and a Juris Doctorate and Masters of Small Business Law from Concord Law School.

Those who would like to get the Zoom link by email can text their email addresses to (562) 301-5339.

The Sunshine Club is designed to help all people get along in the community and get the best out of living in Leisure World by learning how to use available information.

The Sunshine Club often has LW leaders come to meetings to introduce their organizations to the group. It also invites a wide variety of specialists from outside to share their experiences and ideas with club members. The club always welcomes new people.

For more information, contact Anna Derby at (562) 301-5339.

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