A big thank you to Shannon Tefft-Janes, Daily Money Manager from Independence Navigator, and Will Boughton, Trust Officer and Wealth Advisor from VeraBank Georgetown, for their insightful presentation at the “Staying in Control Daily to Long-Term Financial Management” seminar. This seminar provided a wealth of information on how to gain control of your finances, and […]
“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. […]
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 […]
When Is It Time to Use Your Money for You? Whether you need to tap into your retirement savings now or wish to prepare for the day when your wants, needs or desires may require you to access your funds, you’ll want to view the replay of our Seniors Living Smarter Zoom webinar presented on […]
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 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 […]
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, […]
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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
