Past Educational Presentations and Discussions


  • We've had experts educate us on:
  • Caring for the Elderly- Options for Care including Facilities and Types of Care
  • Downsizing - The Who, What, When and Whys of Preparing for a Move
  • The Difference Between Normal Age-Based Aging and Alzheimer's 
  • Medicare & Medicaid Supplements - Types and costs associated with Healthcare
  • Social Security 


  • Roth IRAs - Understanding the benefits and particulars
  • Responsible Investing - For Performance and Principle
  • The Emotional Investor - Helping Us to Make Informed and Deliberate Decisions


  • Avoiding Identity Theft - FBI Agent shares case studies and makes recommendations
  • 5 Ways Technology Will Affect the Way You Age - MIT AgeLab