August Letter from the CEO
Older adults are contributing materially to our society as we work and live longer. Yet most folks hold negative views about aging. Even some baby boomers avoid talking about it, and tend to not identify
June Letter from the CEO
At the end of June, I will turn 70 years old. I am hosting several parties for myself in different cities to celebrate and frankly, shamelessly fund-raise for my favorite charities. I am truly fortunate
November Letter from the CEO
Most of us handle the routine aspects of financial planning and the recurring payments of bills pretty well. What tends to get us in a tizzy is when we are confronted with unexpected – and
September Letter from the CEO
Quite by chance, I participated recently in a lively discussion about life after retirement, and more specifically, to working after retirement. It probably will not surprise you that baby boomers see working after retirement as
Meet our September 2018 San Diego “Wine & Talks” Speaker
JOIN US FOR WINE & TALKS IN SAN DIEGO! enjoy wine, small bites, and a thought-provoking health and aging related discussion WHEN: Thursday, September 6, 2018 from 4pm to 7pm WHERE: The Inn at Rancho Santa Fe
Orange County Corporate Lunch (February 2018)
JOIN US FOR A THOUGHT-PROVOKING, INSIGHTFUL AND INFORMATIVE LUNCH IN ORANGE COUNTY! TALK TOPIC: "Current Trends in Dementia Care" Also learn about new elder and family care benefits that brokers can offer their employer