1. Surviving Retirement in the 21st Century - Wealth, Healthcare & Income
  2. 2018 Tax Cuts & Jobs Act - 10 Things You Need to Know About
  3. Wills, Trusts and Long-Term Care Asset Protection - Don't Go Broke!
  4. College Expense Planning
  5. Keys to Unlocking Social Security Benefits
  6. Keys to Unlocking Medicare Benefits
  7. Risk Management - Cyber-Security, Indentity Theft & Scam Awareness
  8. Issues of Aging - Housing & Home-Care Options, Caring for the Caregiver
  9. Life-Work Balance - Employee Wellness and Flex-Income Options
  10. Personal Longevity Planning - Mind, Body & Goals
  11. Protecting Assets While Qualifying for Medicaid
Free-Private Planning
  1. Longevity & Retirement Readiness Checkup™  (30-45 min session)
  2. Longevity & Retirement Readiness Roadmap™  (1-2 hr session)
Our mission...     help people enjoy the benefits of living longer through better education and more innovation
Embrace Technology & Longevity Innovations
Find a Local Educational Event            
Find a Local Longevity Specialist           
Be Better Educated     
Free Workshops