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 […]
Category Archives: Financial Professional
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 […]