Navigating the Aging Journey: Part 3

As we move through life, thoughtful planning becomes one of the greatest gifts we can give ourselves and our loved ones. In this installment of Navigating the Aging Journey, we’ll focus on the financial decisions that come with planning for later years.

This seminar will offer clear, practical guidance on managing retirement income and assets, preparing for healthcare needs, and making informed decisions aligned with your values and goals.

This practical discussion is for those planning their next chapter—and those supporting family along the way.

Topics will include:
• Retirement planning across different life stages
• Healthcare considerations
• Asset protection and decision-making

Whether you’re planning ahead, already retired, or supporting a loved one, this session is designed to help you move forward with clarity and confidence. There will be time for questions after the presentation.