Sensible Financial Webinars

This is a title card for a webinar on older adult living.

Older Adult Housing: Issues and Solutions

Presented by: Rick Miller and Laura Williams
January 20, 2022

Register now!

In part one of this four-part series, Rick Miller and Laura Williams present the physical, emotional, social, and financial questions older adults and their families need to ask to prepare for retirement and their future such as:    Can I stay in my home?   Do I have physical limitations?   Will family help me?    What can I afford?   

This is a title card for a webinar on long-term care.

Long-term Care: Overview, Planning, and Insurance

Presented by: Rick Miller and Laura Williams
February 17, 2022

Register now!

Part two of the webinar series focuses on long-term care and what it means for older adults and their families.    Rick and Laura answer questions like:   What does long-term care consist of? Who provides long-term care?   How much does it cost?   Might long-term care insurance make sense for me?   When should I look into it? 

This is a title card for a webinar on housing options for older adults.

Basic Housing Options for Older Adults

Presented by: Rick Miller and Laura Williams
March 10, 2022

Register now!

The third webinar in this series lists the types of housing options and gives an overview of each one.   Rick and Laura covering housing choices and resources available to older adults today such as:   Staying at home   Downsizing to a smaller home   Moving to an assisted living facility   Finding a care manager, elder law attorney, etc.

This is a title card for a webinar on continuing care retirement communities.

Continuing Care Retirement Communities: An Introduction

Presented by: Rick Miller and Laura Williams
April 21, 2022

Register now!

In the fourth and final webinar in the series, Rick and Laura discuss Continuing Care Retirement Communities.  Attendees learn:   What are CCRCs?   How much do they cost?   What should I look for in a CCRC?   When should I start planning?   

Past Events

Charitable Giving Webinar

Smarter Giving: Tax-efficient Strategies for Charitable Donations

Presented by: Frank Napolitano
November 17, 2021

Watch now!

Using Donor Advised Funds and Qualified Charitable Distributions can optimize charitable donations from a tax perspective. Find out how.

Can you rely on the value of your home

Can You Count on the Value of Your Home?

Presented by: Rick Miller
October 13, 2021

Watch now!

Owning a home isn’t always a stable investment. Housing markets can be volatile and even risky. Sometimes, the stock market is a safer bet.

downsize or dreamsize

Should We Downsize or Dreamsize?

Presented by: Rick Miller
September 8, 2021

Watch now!

The kids are grown. Should you move? Whether you're looking for a modest home or an oceanside villa, how do you make your dreams come true?