Sensible Financial Webinars

Past Events

This is the title graphic for the webinar on CCRCs.

Continuing Care Retirement Communities: An Introduction

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

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In the fourth and final webinar in the series, Rick and Laura discuss Continuing Care Retirement Communities. 

Basic Housing Options for Older Adults

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

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In part 3 of this series, Rick and Laura  list the types of older adult housing options and give an overview of each one.

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

Long-term Care: Overview, Planning, and Insurance

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

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Part two of the webinar series focuses on long-term care and what it means for older adults and their families.  

The picture is a graphic with the title of the older adult webinar on it.

Older Adult Housing: Issues and Solutions

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

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Rick Miller and Laura Williams present the questions older adults and their families need to ask to prepare for retirement and their future.

Smarter Giving: Tax-efficient Strategies for Charitable Donations

Presented by: Frank Napolitano
November 17, 2021

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

Can You Count on the Value of Your Home?

Presented by: Rick Miller
October 13, 2021

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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

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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?