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

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 […]