Seminars and Events

March 3

"Learn more about Senior Life Insurance, Rightsizing and Senior Financial Services” 

New York Senior Life Insurance What keeps you up at night? Let's develop a strategy that will allow you to sleep peacefully, live fully, and allow your resources to last, knowing that your loved ones are taken care of!

April 7

"The Pluses & Minuses of a Reverse Mortgage” 

For many homeowners, their largest asset is their home. A reverse mortgage can unlock that equity to supplement retirement income, reduce financial stress, and increase flexibility—without giving up ownership. In this seminar, we’ll explain how reverse mortgages work for those 55 and older, the strategic ways they can be used, and the common misconceptions surrounding them. We’ll also candidly address who should not consider one, so you leave with a clear understanding of whether it aligns with your goals.  

Peter Trent

May 5

"The Art of Downsizing”

Maya Adams

June 2

"Fun things to do and Volunteer Opportunities in SB”

Various organizations in Santa Barbara will join us for a fun filled hour enlightening us about their different programs throughout Santa Barbara. 

July 7

"Pierre Clayssen Foundation"

John Blankenship

August 4

"Alzheimer’s Awareness month.   The 10 warning signs of memory loss"

September 1

"The importance of having your Trusts & Will in order"

October 6

"Where Will I Go?"

Rick Olds Executive Director, Wood Glen Senior Living

Compare and contrast Senior Living Communities vs. Home Care, and when each is most appropriate for an individual!

November 3

"Stress Free for the Holidays"

True Therapy Collective Director, Julie Newell

March 3

"Learn about Senior Life Insurance and what it covers.”

New York Senior Life Insurance

What keeps you up at night? Let's develop a strategy that will allow you to sleep peacefully, live fully, and allow your resources to last, knowing that your loved ones are taken care of!

April 7

"The Pluses & Minuses of a Reverse Mortgage”

For many homeowners, their largest asset is their home. A reverse mortgage can unlock that equity to supplement retirement income, reduce financial stress, and increase flexibility—without giving up ownership. In this seminar, we’ll explain how reverse mortgages work for those 55 and older, the strategic ways they can be used, and the common misconceptions surrounding them. We’ll also candidly address who should not consider one, so you leave with a clear understanding of whether it aligns with your goals.  

Peter Trent

May 5

"The Art of Downsizing"

Downsizing can be less overwhelming and more manageable when you have a toolbox of techniques to tackle the job.  Get more than a few tips from Maya Adams, owner of Curated Transitions, to relieve the stress that can come with downsizing. Maya has prepared a concise presentation with tips and tricks to help you clear the way to a simpler life.

Maya Adams

June 2

"Fun things to do & volunteer opportunities in SB”

*hosted at Grace Fisher's Clubhouse 10 a.m.

July 7

"Pierre Clayssen Foundation"

John Blankenship will be presenting at Grace's Clubhouse 10 a.m.

August 4

"Alzheimer’s Awareness month.   The 10 warning signs of memory loss"

September 1

"The importance of having your Trusts & Will in order"

October 6

"Where Will I Go?"

Rick Olds Executive Director, Wood Glen Senior Living

Compare and contrast Senior Living Communities vs. Home Care, and when each is most appropriate for an individual!

November 3

"Stress Free for the Holidays"

True Therapy Collective Director, Julie Newell