Welcome To the Retired Living Truth Seminar Series Learning Center

Life changes - sometimes in big ways, sometimes in small ones. As we grow older, many of us face life decisions about money, housing, health, transportation, or even who will help us in the future - and these decisions rarely happen in just a day or two. Most of us take time, sometimes a lot of time, to weigh our options. And that’s okay - planning for the next stage of life is a process, not a one-time event. In this month’s seminar, our expert panel shares what they’ve seen

Navigating the financial aspects of senior living can feel overwhelming, whether you're planning to stay in your own home with added support or considering a move to an independent or assisted living community. This seminar is designed to answer two of the most common questions: “How much do these communities cost, and can I afford to live there?” “How can I afford to stay in my own home?” This in-depth discussion led by a panel of experts who break down the costs of independ

Estate planning is no longer as simple as having a last will and testament. With potential bad blood and blended families, now or in the future, we need to be smarter in our planning. Virtually every state has different laws on matters such as probate and inheritance, making who gets what a very complicated issue. This is especially true for blended families and those with otherwise ‘complicated’ relationships. At this month’s seminar you will learn from local legal and finan

When did you last take a fun trip? The thought of planning for a trip can sometimes be overwhelming, not to mention the notion that travel must be expensive. Unfortunately, as we age, we sometimes believe that we are too old to travel and even lament missed opportunities in our youth. The good news is there are fun travel opportunities for us no matter our age or budget. What are the best resources for going on a trip? What are some great excursions for couples or solo senior

A CPA and an Attorney walked into a bar…and met you! This is your opportunity to learn more about how taxes and law become even more important as we age. From tools that will help you protect and maximize your financial resources while living your best life to ensuring good decisions have been made for family members and other loved ones when it comes to your estate. Be sure you are fully informed as to how changes in law and taxes impact your life, possessions, finances, and

Living longer can get expensive whether staying or moving. Moving to an independent, assisted living, long-term care, or memory care community is sometimes desirable and necessary. The question most people have is how they will pay for successfully living a long life. Join us for a discussion related to financing options associated with senior living, such as Medicaid and Medicare, Veteran Aid and Attendance, and Long-Term Care Insurance. Learn the TRUTH about paying for reti

Times have certainly changed when it comes to buying and selling used household items. With a marketplace flooded by new inexpensive furniture, stores full of trendy home décor, and second-hand housewares only a click away, liquidating a full house (or garage) of excess items requires a NEW and current-day strategy. Learn more about… Why garage sales are no longer effective or profitable Changes in how estate sales are conducted Auction services that have moved online How to

Everyone seems to worry about money as they get older. This universal concern often has less to do with how much wealth one has amassed and more to do with uncertainties about one’s financial affairs. How much money will I need? Will I have enough to leave some behind for others? What if my needs change over time? How do I ensure I don’t outlive my financial resources? These are all common questions explored in this seminar on money and aging. Events Speakers Christopher Abts

Selling the home that you have lived in for two, three, four or even five decades can seem like a daunting task, but it doesn’t need to be so overwhelming. Real estate agents can be helpful, but they all seem to give a different (and often conflicting) advice, so who should I believe? Where do I begin and what should I expect before, during, and after my home goes on the market? Get the FACTS about what is involved in selling a home in today’s market and the top mistakes to a