San Diego Planning Partnership – Long Term Care & Estate Planning Workshop

What You Will Learn  The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]

May 13th, 2019|

Learning Is For Everyone (LIFE) – San Elijo LIFE

Learning Is For Everyone (LIFE) - San Elijo LIFE Lecture Topic: Wills, Trusts, and End-of-Life Decisions. Navigating the world of aging well takes a team approach. The members of your team should include legal, financial and tax advisers, as well as someone to help you navigate the myriad of rules and services associated with the [...]

April 25th, 2019|

Premier Wealth Advisors – Taking Control of Your Future

Taking Control of Your Future: The Legal, Financial, and Care Considerations of Aging Presented By: Yvonne Amrine & Amy Burfitt Please join us as Amy and Yvonne will outline decisions to consider in planning for successful aging. If any of the following items resonate with you, you should consider attending: Identifying what's important as you [...]

April 24th, 2019|

Planning for the Baby-Boomer Retirement Boom

A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement outlines some very unsettling data regarding middle-income baby boomer retirement care preparedness. According to the survey above, the bleak financial reality of this demographic is that 79 percent of middle-income baby boomers have NO [...]

April 24th, 2019|

Flying Solo – Parkinson’s Support Group

Flying Solo - Parkinson's Support Group Are you a Person with Parkinson’s Disease who doesn’t have a care partner? If so, you are invited to participate in a Flying Solo Support Group. Meetings are informal and free of charge. Meeting Info: Flying Solo Mission Valley - First Wednesdays 1:00 p.m. - Discussing practical challenges that [...]

April 3rd, 2019|