August 2024 Estate Planning Unveiled
Did you know that if you don't have your own estate plan, the state has one for you? And trust us, you might not like what they have in mind. This educational program is designed to inspire action, dispel myths, and empower you to take control of your destiny.
July 2024 Staying in Control: Communicating with Adult Child
Are you finding that your now-grown children are beginning to assert control over your life? Do you welcome this engagement, or do you find it frustrating and unnecessary? For those who would like to foster a healthy collaboration with their offspring as they get older, it's essential to maintain an open line of communication.
June 2024 Unlock the Secrets of Senior Care and Costs
Are you navigating the maze of senior care options and feeling lost? Let us guide you through the labyrinth of choices with our illuminating seminar featuring an expert panel discussion on senior community living versus at-home care. Discover Which Option Best Fits Your Needs. Our expert Panelists Include: Senior Living Specialists with Years of Experience and a Compassionate In-Home Care Provider for those considering aging in place.
April 2024 Psychology of Letting Go of Clutter
Are you surrounded by memories, possessions, and spaces that no longer serve you? Join our transformative seminar as we explore the intricate nuances of letting go—learning why we hold on and how to break free.
March 2024 Selling the Family Home
Whether the home in question is the home you grew up in, the home where you raised your own family, or the dream home you retired to, the decision to sell is bound to be riddled with deep emotions and important questions. Senior Living Education Series will address these questions and more. Empower yourself with insights into the selling process, from practical steps to financial considerations. Learn to navigate this journey to your own best advantage!
February 2024 Aging Solo
What is meant by the term “solo ager”? Usually, this refers to adults aged 55 and above who find themselves – whether by circumstance or by their own choice – without the traditional support of adult children or close family. For those anticipating aging without that safety net, the journey may seem daunting and isolating. Yet, “solo” doesn’t mean “alone”! Embracing your later years with grace and assurance is possible, and the first step is a well-thought-out plan.
January 2024 Driving Safe After 80
Driving Safe After 80: Strategies for staying behind the wheel as you age
Navigate Life's Roads Safely! Embark on a journey to empower yourself and your loved ones with essential knowledge. Your independence on the road is as vital as air and water. As we age, the responsibility that accompanies it becomes paramount. Your car and keys symbolize freedom, independence, and cherished memories. Webelieve in preserving this connection while prioritizing safety.
November 2023 Forever Home Concept: Aging in Place
Whether you choose to 'stay put' in your current home and "make it work" or you've decided to sell your current home and buy another one in preparation for getting older, (some people call this next home their "Forever Home") you've made a choice to avoid moving into a senior retirement community. The question is, do you know what you will need to equip your current home (or the next one) for the long haul? Learn the TRUTH about what sociologist’s call “Aging in place.”
October 2023 Your Aging Brain & Dementia: Knowledge is Power
When it comes to our health, the old adage that “knowledge is power” is so true. The more we know and the more informed and aware we are, the better equipped we are to meet the health challenges that come our way. This includes the health of our brains! Our bodies change as we age and our brains are no exception.
September 2023 Learn What it Takes to Sell a Home As-Is
Lean what it takes to seel a home as-is in San Diego. Get the real scoop about offers to pay cash for your home.
August 2023 Reverse Mortgages 101:To Age in Place or Buy New
What They Are, and What They Aren’t
What They Can Do, and What They Can’t
We’ve all heard about reverse mortgage loans. They receive plenty of media coverage – most
of us have seen them advertised, with famous and well-respected actors touting the potential benefits. But few of us fully understand what a reverse mortgage is (or what it isn’t), what
the pros and the cons are, or how this type of loan can be incorporated into our financial
and estate plans.
July 2023 55+ Living Options You Didn't Know You Had
Panelist:
Joe LeBlanc, EA, CFP®,
Merwyn J. Miller, Estate Planning Attorney
Hosts/Moderator: Ric & Christie LeVander, Downsizing Coaches & Realtors
June 2023 Legal, Tax & Financial Issues
Panelist:
Joe LeBlanc, EA, CFP®,
Merwyn J. Miller, Estate Planning Attorney
Hosts/Moderator: Ric & Christie LeVander, Downsizing Coaches & Realtors
May 2023 Living To 100: A New Paradigm
Living To 100: A New Paradigm - Getting more out of life...regardless of your age
Guest Speakers:
Kristi Martinez-Stout (Anytime Fitness Encinitas)
Jonathan Schwartz (Partner in Aging)
Ric LeVander (Legacy Coach)
April 2023 Seminar Video: Scams, Swindles, Fraud & Cons
Scams; Be on the lookout! (April 13, 2023)
Speaker: Scott Pirrello, Deputy District Attorney
February2023: Looking for Help Navigating Prop 19?
Proposition 19 (February 16, 2023)
Speaker: Jordan Z Marks. ESQ, Assessor/Recorder/County Clerk
January 2023: Downsizing Made Easy
5 Easy Steps Fo A Successful Move Or To Simplify Your Life
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