Seminars and Events

March 3

"Learn more about Senior Life Insurance, Rightsizing and Senior Financial Services” 

New York Senior Life Insurance What keeps you up at night? Let's develop a strategy that will allow you to sleep peacefully, live fully, and allow your resources to last, knowing that your loved ones are taken care of!

April 7

"The Pluses & Minuses of a Reverse Mortgage” 

For many homeowners, their largest asset is their home. A reverse mortgage can unlock that equity to supplement retirement income, reduce financial stress, and increase flexibility—without giving up ownership. In this seminar, we’ll explain how reverse mortgages work for those 55 and older, the strategic ways they can be used, and the common misconceptions surrounding them. We’ll also candidly address who should not consider one, so you leave with a clear understanding of whether it aligns with your goals.  

Peter Trent

May 5

"The Art of Downsizing”

Maya Adams

June 2

"Caring Every Step of the Way: Understanding Senior Care Options at Home”

Join Arosa and Central Coast Home Health and Hospice for a supportive and informative seminar designed to help you better understand the care options available at home. They will walk you through home care, care management, home health, and hospice services—when they are needed and how they work together. Their goal is to provide clarity, comfort, and guidance so you can plan with confidence.

July 7

"Pierre Clayssen Foundation"

John Blankenship

August 4

"Alzheimer’s Awareness month.   The 10 warning signs of memory loss"

September 1

"The importance of having your Trusts & Will in order"

October 6

"Where Will I Go?"

Rick Olds Executive Director, Wood Glen Senior Living

Compare and contrast Senior Living Communities vs. Home Care, and when each is most appropriate for an individual!

November 3

"Stress Free for the Holidays"

True Therapy Collective Director, Julie Newell

March 3

"Learn about Senior Life Insurance and what it covers.”

New York Senior Life Insurance

What keeps you up at night? Let's develop a strategy that will allow you to sleep peacefully, live fully, and allow your resources to last, knowing that your loved ones are taken care of!

April 7

"The Pluses & Minuses of a Reverse Mortgage”

For many homeowners, their largest asset is their home. A reverse mortgage can unlock that equity to supplement retirement income, reduce financial stress, and increase flexibility—without giving up ownership. In this seminar, we’ll explain how reverse mortgages work for those 55 and older, the strategic ways they can be used, and the common misconceptions surrounding them. We’ll also candidly address who should not consider one, so you leave with a clear understanding of whether it aligns with your goals.  

Peter Trent

May 5

"The Art of Downsizing"

Downsizing can be less overwhelming and more manageable when you have a toolbox of techniques to tackle the job.  Get more than a few tips from Maya Adams, owner of Curated Transitions, to relieve the stress that can come with downsizing. Maya has prepared a concise presentation with tips and tricks to help you clear the way to a simpler life.

Maya Adams

June 2

"Caring Every Step of the Way: Understanding Your Care Options at Home”

*1 Seminar at 10 a.m.

Hosted at Grace Fisher's Clubhouse

(see above for details)

July 7

"Pierre Clayssen Foundation"

John Blankenship will be presenting at Grace's Clubhouse 10 a.m.

August 4

"Alzheimer’s Awareness month.   The 10 warning signs of memory loss"

September 1

"The importance of having your Trusts & Will in order"

October 6

"Where Will I Go?"

Rick Olds Executive Director, Wood Glen Senior Living

Compare and contrast Senior Living Communities vs. Home Care, and when each is most appropriate for an individual!

November 3

"Stress Free for the Holidays"

True Therapy Collective Director, Julie Newell