“Planning Your Next Steps” generated much interest among Georgetown seniors on Thursday, November 18, during this Seniors Living Smarter webinar presented via Zoom. Many seniors find themselves questioning whether they’ve made all the right preparations and plans for their estates. Complex questions about wills, trusts, estate planning and more are too important to leave unattended. […]
Category Archives: Financial Advisor
Seniors Living Smarter Celebrates Our 50th Seniors Living Smarter Seminar: “Probate, Wills and Trusts — What You Need to Know
In 2016, we launched Seniors Living Smarter Seminars as a service to seniors, their families, and the community.On August 20, we presented our 50th Seminar on the Zoom webinar platform: “Probate, Wills and Trusts — What You Need to Know” The goal of our free seminars is to equip, educate, and inspire seniors to make informed choices and […]
Flipping the Money Switch
From We to Me — When You Find Yourself Making All the Decisions By Yourself
Are you prepared for that heartbreaking day when you can no longer share making important decisions and have to do everything on your own? In talking with many local seniors, I found a real need to provide guidance and hands-on advice from others who have wrestled with these issues. Investments, insurance, annuities, healthcare directives…while none […]
Staying In Charge of Your Life
Staying in charge of your life as you age…yes it is possible! Senior adults sometimes find themselves in a situation where their adult children have to make important life decisions after a crisis occurs. Come to our next seminar to learn why it is so important to Stay in Charge of Your Life by developing […]
Lions and Tigers and Benefits, Oh My!
Sometimes navigating your senior benefits can seem like lions, tigers and bears! Continuing to enlighten and educate, the Seniors Living Smarter Seminar series is helping to relieve apprehension and questions you may have about benefits and how to pay for your retirement years. We had a great seminar with our expert panelist on July 17th, […]
Navigating Through Potential Benefits of VA, Medicare, Medicaid and More
Click on the image for a video!
I want to call to your attention the July Seniors Living Smarter Seminar: Navigating Through Potential Benefits of VA, Medicare, Medicaid, and More. The panelists will include VA and Long Term Care Consultants, a Senior Affairs Attorney, and Financial Advisor.
This seminar will be Thursday, July 20, 10:30-11:00 AM at First Presbyterian Church in Georgetown.
I host the monthly Senior Living Smarter seminars with the goal of equipping, educating, and inspiring seniors and their families to make informed decisions. For additional information on the seminars, please visit www.SeniorsLivingSmarter.com