Practical solutions to address your needs and goals!
2026 Seminar Schedule
Margie Yohn, Sage Senior Transitions llp
Behind the Curtain: The 10 Surprises That Could Derail Your Plans! IT'S OVER but click the link to watch the recording https://vimeo.com/1191935843?fl=tl&fe=ec
Margie shared the 10 surprises you never see coming when deciding to downsize, move or make any kind of change—the ones that cause stress, rushed decisions, unnecessary costs and family friction. The goal is to build a clear roadmap in order to stay in control, protect options and avoid the chaos so many people stumble into.
Kirk Campfield, Care Patrol
Mike Schwartz, Home Instead
June 9 @ 2pm Waiting Too Late for a Care Community IT'S OVER but click the link to watch the recording https://vimeo.com/1200182083?share=copy&fl=sv&fe=ci
This seminar focused on the benefits of using a home care agency to allow you to remain at home and options and assistance available if/when it’s no longer safe or economically feasible to do so. The speakers discussed early planning benefits versus being forced to make a quick decision due to a medical event, change of life circumstances or emergency.
Steve Miller, Miller Law Firm
August 11 @ 2pm Give It To The Government Or Put a Plan In Place
Learn about long-term care options, Medicaid trusts and legal strategies you can implement so your assets are protected for your future care and/or to pass onto your family.
Jim Dever, DeverCare Insurance
September 8 @ 2pm Getting Your Medicare Questions Answered Without Feeling Pressured!
This will be a safe environment to get those questions answered without worrying about someone trying to change your plan. Advice without pressure is what Senior Focus Alliance was created for!
Daniel Finnegan, Edward Jones
October 13 @ 2pm Charitable Giving and Your Financial Strategy
Giving back looks different for everyone. This seminar helps investors find the appropriate charitable-giving path for their unique financial strategy and life stage.