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Advocacy Services

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AARP Foundation Tax-Aide Income Tax Preparation Program    805-388-1952

AARP Foundation TaxAide provides IRS-certified counselors who provide free tax preparation and e-filing of individual federal and state tax returns. Focus is primarily on the needs of seniors and low-income clients. The appointment involves an intake form, interview, computer preparation, e-filing, and a personal copy for your records.

Feb 4-Apr 8 (T) 12:30, 1:30 & 2:30pm  I  R  I  NC

Elder Legal Services 800-900-8582
Schedule a confidential appointment with an elder law and estate planning expert. In-person or virtual appointments are available. Must call to make an appointment. Please fill out and return an attorney-client consultation agreement form on the Thursday before your Monday appointment, if virtual. Make an appointment by calling 800-900-8582.
Every Monday I 1-4 p.m. I A I NC

Financial Planning Robert Harrell, Financial Planner 805-388-1952
Consult with a financial planner on budgeting, retirement planning and financial problem solving. Discuss how to put all the finance pieces together to solve problems or reach goals in a confidential session. Call 805-388-1952.
Third Monday of each month I 1-3 p.m. I A I NC

Health Insurance Counseling & Advocacy Program (HICAP) 805-388-1952
HICAP registered counselors provide free, unbiased options counseling to Medicare beneficiaries. Assistance is available for Original Medicare, Medicare Advantage, Medigap, Part D Prescription Drug Plans. HICAP provides help with billing problems, benefits screening, enrollment, and Long Term Care Insurance. One-hour appointments.

First and Third Thursday, January through September I between 9 a.m. and 12 p.m. I A I NC

Fraud/Scam Support & Information coaching  805-388-1952
Meet with victim advocate Debbie Deem, retired victim specialist with the FBI and former coordinator of the Financial Abuse Specialist Team (FAST), part of the Ventura County District Attorney's Office, for one-on-one coaching on how to avoid being scammed by fraudsters and what to do if you have been. She will provide resources, support and information. One-on-one appointments are available at noon and 1 p.m., and walk-ins may be seen 2 to 3 p.m.

Topics may include:

  • Romance imposters
  • Lottery and sweepstakes
  • Crypto - investments
  • Fake grandparent or family emergency
  • Government, bank or business imposters

Fourth Wednesday of each month  I  12 p.m. and 1 p.m.  I  A  I  NC

Drop-in: Fourth Wednesday of the month at 2-3 p.m. 

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