Join Anita and me as we talk about moving forward into the next chapter of life. We will discuss what it means to consider assisted living and how to make thoughtful, confident transitions. We’ll share practical steps, emotional guidance, and resources to help you or your loved one evaluate options to create a smoother, more dignified move into the next phase.

Join me at OLLI to discuss practical ways to fund your extended care plan. We'll cover long-term care insurance basics, hybrid policies, VA and Medicare considerations, asset-based strategies, and steps to protect your savings. Bring your questions and leave with a clearer, personalized path for financing care.

Join me at The Center for an informative evening on long-term care planning tailored for families and individuals navigating aging, illness, or disability. I’ll cover the basics of long-term care insurance, options for paying for care, how to choose a plan that fits your goals and budget, and practical steps to protect assets and maintain independence.

Join me at The Center on January 15th to discuss strategies for funding your extended care plans. This session will provide valuable insights into options that can help secure your long-term care needs.

Join us December 17th at The Center for an informative session on long-term care insurance, covering coverage details and claim submission steps to help you make informed planning decisions.

Join me November 21st for a session on Medicare and Social Security planning. Learn strategies to secure your financial future and navigate these programs for informed long-term care and retirement decisions.

Join me November 4th at The Center for key strategies on creating a personalized extended care plan. Gain insights to navigate long-term care options and secure the right support. I look forward to helping you plan with confidence.

Join me at The Center to talk about long-term care insurance. I will specifically be focussing on steps to take when you are ready to submit a claim. I understand this process and documentation can be cumbersome and overwhelming. This seminar will dive into aspects of submitting a claim that tend to be stressful and offer insight into areas that need clarity.

Join me for a straightforward seminar on Medicare and Social Security. I’ll break down the basics, answer common questions, and help you understand how to make the most of these important benefits as you plan for the years ahead.

Join me, along with Hospice of the Piedmont, for an informative seminar where we’ll explore funding sources for your extended care plan and take a closer look at the role of hospice in long-term care. This is going to be a thoughtful conversation will help you better understand the financial tools and compassionate support systems available as you plan ahead with clarity and confidence.

Join me for a straightforward seminar on Medicare and Social Security. I’ll break down the basics, answer common questions, and help you understand how to make the most of these important benefits as you plan for the years ahead.

Join Anita Dunbar and me as we talk about moving forward in life. Sometimes it takes a team to assist with all the of decisions faced in retirement. Where will you age, should you move to be closer to family or health care resources, what items should you keep or live without and will your budget support the lifestyle you envision? How do you create an extended care plan and pay for it? Join us to find out!

Join Kim Volker and me for a practical conversation about creating your extended care plan. We’ll walk through the key steps of medical, financial, and personal planning to help you feel more prepared and confident about the road ahead.

Join me at The Center to talk about long-term care insurance. I will specifically be focussing on steps to take when you are ready to submit a claim. I understand this process and documentation can be cumbersome and overwhelming. This seminar will dive into aspects of submitting a claim that tend to be stressful and offer insight into areas that need clarity.

Join me at The Center to talk about funding options for your extended care plan. There are multiple options available now that can help you maximize your benefits without breaking your bank!

Join Anita Dunbar and me as we talk about moving forward in life. Sometimes it takes a team to assist with all the of decisions faced in retirement. Where will you age, should you move to be closer to family or health care resources, what items should you keep or live without and will your budget support the lifestyle you envision? How do you create an extended care plan and pay for it? Join us to find out!

Join me at The Center on July 9th, to talk about the importance of long-term care planning. This will be an informative seminar that will cover multiple aspects of long-term care planning. I will be joined by the equally informative Kim Volker from Care Is There. Together we hope to have you feeling more confident about your future.

Join Anita Dunbar and me as we talk about moving forward in life. Sometimes it takes a team to assist with all the of decisions faced in retirement. Where will you age, should you move to be closer to family or health care resources, what items should you keep or live without and will your budget support the lifestyle you envision? How do you create an extended care plan and pay for it? Join us to find out!

Join Betty Sharp from innovAge and me at The Center to talk about funding options for your extended care plan. There are multiple options available now that can help you maximize your benefits without breaking your bank!

Join me at The Center on July 9th, to talk about the importance of long-term care planning. This will be an informative seminar that will cover multiple aspects of long-term care planning. I will be joined by the equally informative Kim Volker from Care Is There. Together we hope to have you feeling more confident about your future.

Join me at The Center to discuss what your long-term care insurance will pay for. Learn how to maximize your benefits to receive the most value from your insurance plan and secure your future!

Join me at The Center on Tuesday, April 29th to discuss how to craft an extended care plan that fits your needs!

Join me at The Center for discussing your benefits regarding your long-term care insurance policies. Learn how to maximize your benefits in the most effective way!