“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 Professional
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 […]