Free Workshops or Panel Discussions
  1. Surviving Retirement & Paying for Long-Term Care
  2. Eldercare Law - Wills, Trusts and Nursing Home Asset Protection
  3. Virtual/Flex Income Options (ages 20 - 70+)
  4. Technology Innovations for Better Living
  5. College Expense Planning
  6. Keys to Unlocking Social Security Benefits
  7. Keys to Unlocking Medicare Benefits
  8. Protecting Assets While Qualifying for Medicaid
  9. Life-Care - Housing Options & Right-sizing
  10. Life-Care - Aging in Place & In-Home Care
  11. Caring for the Caregiver
  12. Keys to Personal & Family Wellness
Better Education
  1. Baby-Boomer Retirement Course - The Rules Have Changed (3-part course - 1 1/2 hr sessions)
  2. Retirement & Longevity Readiness Clinic (two 4 hr sessions)
  3. What Retirement Lifestyle Do You Want - Navigate the Transition      (one day interactive workshop)
Sponsored Courses
(full or multi-day group events)
Free-Private Planning
(2-part process - planning & execution)
  1. Longevity & Retirement Readiness Checkup™  (30-45 min session)
  2. Longevity & Retirement Readiness Roadmap™  (1-2 hr session)
Our mission... help people enjoy the benefits of living longer through better education and more innovation
Award Winning Innovations
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