Join us for an Evening of networking at our new location

Tuesday, September 17, 2024, 10:00 am - 02:00 pm Come to our booth and learn solutions about the issues you may be facing. Answer the question, Can I afford assisted living, or should I age in place in my community? Come to the fair for music, movement, discussion, interactive learning and fun. Come to the […]

Join Our Workshop "Staying Afloat: Optimal Financial Strategies for Retirement, Long-Term Care, and Housing" 10:00 am - 10:55 am
Creating a financial plan is essential for making informed retirement decisions. It helps address concerns such as the risk of outliving one's savings, inheritance considerations for children, and the impact of long-term care needs on financial stability.

Many of you expressed an interest in learning more about housing and downsizing, and I would like to invite you to attend a small special event workshop at my office in Hawthorne. This Special workshop on downsizing Best Practices is scheduled for October 3rd at 10:00 AM. It will be an open forum for discussion […]