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 […]
Category Archives: Financial Professional
Planning Your Next Steps — Vital Topic for Georgetown, TX Seniors
“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. […]
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 […]