Upcoming Events

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!

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.

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!

Funding Options for Your Extended Care Plan
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!

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.

Funding Options For Your Extended Care Plan
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!

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.

What Expenses Will My Long-Term Care Insurance Pay For?
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!

Crating and Funding Your Extended Care Plan
Join me at The Center on Tuesday, April 29th to discuss how to craft an extended care plan that fits your needs!

Understanding Your Benefits
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!

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.

Funding Options For Your Extended Care Plan
Join me on Tuesday, March 4th at OLLI to discuss funding options for your extended care plan. This seminar is a great one to attended if you are wondering about options for securing your extended care for later in life.

The Importance of Extended Care Planning and Geriatric Care Manager
Join Kim Volker and me at The Center on Wednesday, February 26th at 11am to discuss the importance of extended care planning and the role of a geriatric care manager.

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.

Social Security: Understanding the Benefits
Join me at OLLI on Monday, February 17th starting at 11am to discuss social security and understanding how to maximize the benefits available to you!

Funding Your Extended Care Plan
Join Betty Sharp and me on Friday, February 7th at 11am to discuss funding options for your extended care plan. I will speaking at The Center.

Moving Forward
Join Anita Dunbar and me for a seminar discussing important topics about moving forward in life and how to prepare. We will be speaking at The Center starting at 11am on Saturday, January 25th 2025. Hope to see you there!

LTC Insurance Basics
Join me for discussing the basics for LTC insurance and how to maximize your benefits. I will be speaking at The Center at 1pm.

What Expenses Can My Long-term Care Pay For
Join me on December 19th to talk about what expenses your long-term care plan can cover!

Long-Term Care Basics and Beyond
Join me on Decemeber 13th, at 1:30pm to discuss long-term care insurance basics and everything involved to maximize your benefits! I will be speaking at The Heritage Inn. Hope to see you there!

Funding Options for Your Extended Care Plan
Join Betty Sharp from Innovage Pace and me at The Center to discuss funding options for your extended care plan. We will be discussing how to maximize your benefits and get the most value out of your plan.

Moving Forward
Join Anita Dunbar and me for a seminar discussing important topics about moving forward in life and how to prepare. We will be speaking at OLLI starting at 10am on December 10th 2024. Hope to see you there!

Extended Care Planning
Join Kim Volker and me at The Center to discuss the importance of extended care planning. We will discuss overall ways to maximize your extended care and receive the most benefits.

Social Security: Understanding the Benefits
Join me at OLLI to discuss social security and how to maximize your full benefits!

Moving Forward
Join me and Anita Dunbar to talk about the importance of planning for the future and steps you can take to ensure a safe and comfortable environment for yourself.

Long-term Care Planning Seminar
Join me at The Center for a discussion on long-term care planning and how to prepare as you advance towards the future. I will cover a host of topics that provide insightful information and helpful tips for navigating long-term care insurance.

Care Fair
Stop by the 2024 Care Fair, hosted at the Rockfish Valley Community Center. Join me and a host of other experts in the long-term care field. This is an opportunity to meet some great people and gather some insightful information.

The Importance of Extended Care Planning and the Role of a Geriatric Care Manager
Join me and Kim Volker, to discuss the importance of extended care planning and the role of a geriatric care manager. We will be speaking at The Center on October 29th at 11am. We hope to see you there!

Medicare and Social Security
Join me and Sharon Accardo to discuss medicare and social security. Please join us at The Center at 6pm.

Moving Forward into the Future
Join me and Anita Dunbar, John and Kim to discuss moving forward into the future and how to prepare! We will be speaking on Saturday, September 28th at 12:30pm at The Center.

The Importance of Extended Care Planning and the Role of a Geriatric Care Manager
Join me and Kim Volker, president of Care Is There on Thursday, September 26th at The Center to discuss the importance of extended care planning and the role of a geriatric care manager.

Navigating the Landscape of Long-Term Care Insurance
Join me on Thursday, September 5th at OLLI for discussing the navigation of long-term care insurance.

What expenses will my long-term care insurance policy pay for?
Join me on Tuesday, August 27th at The Center for a discussion on what expenses your long-term care insurance policy will pay for.

Social Security: Understand Your Benefits
Join me on July 10th at 6pm for a seminar at The Center. I will be discussing social security and understanding your benefits. Hope to see you there!

The Importance of Extended Care Planning and the Role of a Geriatric Care Manager
Join me and Kim Volker, President of Care is There, for a seminar on the importance of extended care planning and the role of a geriatric care manager. We will be speaking at The Center on Wednesday June 20th at 6pm.