Upcoming Events

Funding Your Extended Care Plan
Mar
26

Funding Your Extended Care Plan

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.

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Social Security
Apr
3

Social Security

Join me at OLLI for an informative session on Social Security. We’ll cover eligibility, claiming strategies, spousal and survivor benefits, and how Social Security fits into your broader retirement plan. Bring your questions—this is a practical, easy-to-follow discussion designed to help you make more confident decisions about when and how to claim benefits.

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LTC Insurance-Submitting a Claim
Apr
17

LTC Insurance-Submitting a Claim

Join me for a practical briefing designed for families and caregivers navigating long-term care planning. Learn the basics of long-term care insurance: what it covers, common policy features and exclusions, how benefits are triggered, and how to compare plans.

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Moving Forward
Apr
29

Moving Forward

Join Anita Dunbar and me at The Center to discuss practical long-term care risk, how different insurance products work (including long-term care insurance, hybrid life/LTC plans, and veterans’ benefits), cost considerations, and strategies to protect savings and maintain choice and independence.

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Crafting Your Extended Care Plan
May
15

Crafting Your Extended Care Plan

Join me to discuss building a tailored extended care plan that fits your needs, preferences, and budget. We’ll cover assessing future care needs, comparing options, funding strategies (insurance and public benefits), and creating an actionable plan for peace of mind. Bring questions and any documents. Whether starting fresh or updating, so you leave with clear next steps.

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LTC Insurance-Filing a Claim for Benefits
May
21

LTC Insurance-Filing a Claim for Benefits

Join me for a concise, practical seminar on long-term care planning. You’ll learn how to assess future care needs, compare insurance and funding options, and take clear steps to protect your assets and preserve choice for yourself or a loved one. Bring questions for me and I’ll provide straightforward guidance and next steps tailored to your situation.

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Moving Forward
Jun
16

Moving Forward

Join Anita Dunbar and me for a focused discussion on planning ahead with confidence. We’ll cover practical long-term care strategies, financial and legal considerations, and how to build a clear, actionable plan to protect you and your loved ones. Whether starting or reassessing, this session will help you make informed decisions and feel more certain about the future.

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Funding Your Extended Care Plan
Mar
19

Funding Your Extended Care Plan

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.

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Moving Forward
Feb
24

Moving Forward

Join Anita Dunbar and me at the Center on February 24th for an insightful discussion on moving forward and effectively navigating the challenges and opportunities of aging in today’s world. This event will provide valuable perspectives and practical advice to help you or your loved ones approach aging with confidence and clarity.

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Long-Term Care Insurance: Submitting a Claim
Jan
28

Long-Term Care Insurance: Submitting a Claim

Join me on January 28th at The Center for an in-depth session focused on submitting insurance claims. During this event, we will explore the various components involved in long-term care insurance, including the necessary documentation, common requirements, and potential challenges you may encounter.

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Funding Your Extended Care Plan
Dec
8

Funding Your Extended Care Plan

Join me on December 8th at The Center to discuss funding your extended care plan and ensuring your future is secure. Together, we’ll explore the best strategies to protect your long-term care needs and provide peace of mind for you and your loved ones.

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Crafting Your Extended Care Plan
Nov
4

Crafting Your Extended Care Plan

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.

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Long-Term Care Insurance: Submitting a Claim
Oct
28

Long-Term Care Insurance: Submitting a Claim

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.

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Funding Sources for Your Extended Care Plan and the  Role of Hospice
Oct
16

Funding Sources for Your Extended Care Plan and the Role of Hospice

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.

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Moving Forward
Sep
29

Moving Forward

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!

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Crafting Your Extended Care Plan
Sep
17

Crafting Your Extended Care Plan

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.

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How to Submit a Long-Term Care Insurance Claim
Aug
26

How to Submit a Long-Term Care Insurance Claim

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.

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Moving Forward
Jul
29

Moving Forward

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!

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Long-Term Care Planning and The Role of a Geriatric Care Manager
Jul
9

Long-Term Care Planning and The Role of a Geriatric Care Manager

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.

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Moving Forward
Jun
24

Moving Forward

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!

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The Importance of Long-Term Care Planning and The Role of a Geriatric Care Manager
May
22

The Importance of Long-Term Care Planning and The Role of a Geriatric Care Manager

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.

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Moving Forward
Mar
15

Moving Forward

Join Anita Dunbar and me at The Center to discuss the importance of planning for the future. We will discuss ways to help effortlessly move forward in life.

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Moving Forward
Feb
20

Moving Forward

Join Anita Dunbar and me at OLLI to discuss moving forward. We will discuss multiple ways to secure your future and ways to make moving forward in life less stressful.

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