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Senior Resource Event

Join us for an evening of resources, education and connection!

Created especially for seniors and adult children of seniors, this program helps you navigate the complexity and components of of aging. Experts will cover these topics & answer questions:
  • Live your golden years in your home on your terms (Tim Vosse, founder & CEO of My Circle)
  • Better ways to leverage the value of your home instead of a reverse mortgage (Jim Manning, founder of Three Doors)
  • Preserve your Legacy through video to transfers values before a transfer of wealth (John Knicely, founder of Story on Purpose)
  • Gain peace of mind with what's most important to you (Gary Baker, founder & CEO of Undivided Wealth Management)
    
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January 25

Market Outlook Webinar

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February 28

People Centric Project: Speaker Series