Providing our clients and their invited guests the latest thought leadership on various aspects of aging well
such as long-term care, nutrition, financial advice, planning for your legacy and more.
AGENDA:
Please check back mid July for presentation files and recordings of all sessions. Thank you!
Learn how the time/money paradox near or at retirement shifts the priority of financial planning to behavioral finance to help ensure financial security and personal well-being.
Learn more about continuing care retirement communities (CCRCs) including the different types and how to determine which one is the best fit for you.
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