Below is an outline of some of the topics Nancy typically speaks on. Other topics are available upon request. All topics can be customized to your specific needs.

As we age, we often see new challenges in our health, work, family dynamics, and many other changes in our life – some good, others not so good. Learn what you can do today to “put all of your ducks in a row” to enable you to be better able to maintain your independence and happiness as you age.

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Above All Else, Independence, Happiness, and Success in Your Senior Years

As we age, change can become more difficult. While your mind is sharp and you can make good decisions for yourself, it is important to ensure that your finances, your home and several other parts of your life are in line not only with your current needs but to assure they are in line with your needs as you age, to better assure you will be able to live the life you want for as long as possible. Some of the points covered include:

  • Things you can do today to help maintain your independence longer
  • Taking calculated risks for a better life
  • Making great memories: low-cost, unique ways to preserve and pass them on to future generations
  • Assuring your income will last for the rest of your life
  • Ways to make your finances easier to manage as you age
  • Options to enable you, if you so choose, to live in your home if you become ill or less mobile
  • Keeping your home and life organized and comfortable
  • Tips on how to easily maintain your medical and legal information

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Long-Term Care Planning

Taking control of your care, the cost, and your independence

The cost of care as you age, whether in your home, an assisted living facility, or another care facility, is staggering and has been increasing rapidly. Don’t risk losing the assets you have spent your life building, to the cost of care. Learn steps you can take today to have greater control over your future care without losing your life savings. Some of the points covered include:

  • What is the cost of care in your area today
  • What you can do today to better assure you can afford the cost of care when it is needed
  • Things you can do today to better assure you will be able to maintain your independence
  • Strategies to preserve your assets for yourself and your heirs

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Long-Term Quality of Life

During retirement, it is important to ensure that your finances and certain other parts of your life are on “autopilot”. This means that the important tasks in your life will run on their own in the way you need them to with little to no work or input on your part. As we age, change can become more and more difficult. While your mind is sharp and you can make good decisions for yourself address the changes you can make now to enable you to maintain your independence as long as possible.

  • Assuring your income will last for the rest of your life
  • Ways to make your finances easier to manage as you age
  • Options to enable you, if you so choose, to live in your home if you become ill or less mobile
  • Maintaining good records
  • Keeping your home and life organized
  • Medical and legal information

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NOTE:

  • Other topics available upon request
  • All topics can be customized to your specific organization’s needs
  • If you have something else in mind, reach out to Nancy and recommend a topic.