August Letter from the CEO

2020-04-07T07:00:32+00:00August 12th, 2019|Categories: Aging, Letters from the CEO|Tags: , , , , , , , , , , , , |

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

2020-04-07T07:00:35+00:00June 1st, 2019|Categories: Aging, Letters from the CEO|Tags: , , , , , , , , , , , |

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

2020-04-07T07:01:00+00:00November 10th, 2018|Categories: Financial Planning, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , |

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

2018-09-25T08:15:26+00:00September 25th, 2018|Categories: Aging, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , , , , , , , |

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

2018-07-13T17:03:59+00:00July 13th, 2018|Categories: Aging, Health, Past Events|Tags: , , , , , , , , , , , , , , , , , |

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)

2018-01-30T12:23:45+00:00January 30th, 2018|Categories: Caregiving, Financial Planning, Past Events|Tags: , , , , , , , , , , , , , , , , , |

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