2025 Seminar Schedule

Complex family dynamics, blended families, and changing social norms impact both the choices we make how we communicate them. Join us for a poignant and candid conversation concerning communicating with adult children as you age.

Join us for an eye-opening seminar where we unravel the truth about taxes, utilities, and home repairs, empowering you to maximize savings and preserve your hard-earned resources

Learn how others just like you have overcome their fears and made the decision to downsize. This panel of actual downsized homeowners will share their personal "moving stories" including secrets for taking the overwhelm out of a post-retirement move.

Selling that excess “stuff” isn’t what it used to be. Finding out what things will sell and for how much requires research and experience and that’s only the beginning. Get your estate liquidation questions answered at our upcoming free seminar featuring industry experts.

Join us for a high-minded and spirited conversation about various aspects of life after retirement. We will have a variety of experts on hand from a wide array of disciplines and look forward to your questions during this interactive event.

Moving to an assisted living community is sometimes desirable and sometimes necessary. The question most people have is how they will pay for it. We will answer that question and more at our upcoming seminar.

Are you or a loved one considering a move to a retirement community? Join us for an informative seminar where we’ll walk you through the process of touring retirement communities and provide expert tips on how to make the best decision for your future. Reserve your seat today and take the first step toward a fulfilling and worry-free future!

Learn the facts about continuing care and life care options available in Palm Beach. This type of retirement living option is often misunderstood and now is the perfect time to educate yourself so you can make the right decisions for your future.

Learn the facts about independent living options available in the area and the questions you should be asking when considering your options. This is the perfect time to educate yourself so you can make the right decisions for you and your family.

Make the commitment to bring a loved one or friend and attend this 90- minute panel event featuring expert panelists who will share the most important things you need to know about living, dying, and leaving a legacy on your terms. This could quite possibly be one of the most important seminars of the year.

Whether you’re planning ahead or currently facing a loved one’s medical needs, this seminar will help you better understand the options available and how to ensure a peaceful and supportive end-of-life experience.