Upcoming Events

Moving Forward
Mar
15

Moving Forward

Join Anita Dunbar and me at The Center to discuss the importance of planning for the future. We will discuss ways to help effortlessly move forward in life.

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Moving Forward
Feb
20

Moving Forward

Join Anita Dunbar and me at OLLI to discuss moving forward. We will discuss multiple ways to secure your future and ways to make moving forward in life less stressful.

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Moving Forward
Jan
25

Moving Forward

Join Anita Dunbar and me for a seminar discussing important topics about moving forward in life and how to prepare. We will be speaking at The Center starting at 11am on Saturday, January 25th 2025. Hope to see you there!

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Moving Forward
Dec
10

Moving Forward

Join Anita Dunbar and me for a seminar discussing important topics about moving forward in life and how to prepare. We will be speaking at OLLI starting at 10am on December 10th 2024. Hope to see you there!

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Extended Care Planning
Dec
9

Extended Care Planning

Join Kim Volker and me at The Center to discuss the importance of extended care planning. We will discuss overall ways to maximize your extended care and receive the most benefits.

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Moving Forward
Nov
16

Moving Forward

Join me and Anita Dunbar to talk about the importance of planning for the future and steps you can take to ensure a safe and comfortable environment for yourself.

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Long-term Care Planning Seminar
Nov
15

Long-term Care Planning Seminar

Join me at The Center for a discussion on long-term care planning and how to prepare as you advance towards the future. I will cover a host of topics that provide insightful information and helpful tips for navigating long-term care insurance.

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Care Fair
Nov
14

Care Fair

Stop by the 2024 Care Fair, hosted at the Rockfish Valley Community Center. Join me and a host of other experts in the long-term care field. This is an opportunity to meet some great people and gather some insightful information.

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Social Security: Understanding the Benefits
May
14

Social Security: Understanding the Benefits

Learn what you need to know about Social Security while you are still working, about the benefits to you and your family that are available, when to apply for your benefits, the advantage of waiting until full retirement age to claim your benefits, and how your benefits may be taxable to you. You will also learn how to set up a secure online “my Social Security” account to check your earrings and get your benefit estimates, and when to file for Medicare, our country’s basic health insurance program for people age 65 or older and for many people with disabilities.

NOTES: This is open to non-members. You are welcome to bring a friend!

This event will be host at Osher Lifelong Learning Institute.

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Loving Arms Vendor Fair
Apr
24

Loving Arms Vendor Fair

Join me at the Loving Arms Vendor Fair on Wedesday April 24th for an all encompassing event. There will be multiple booths, offering a multitude of information. I will be there answering questions about insurance benefits, please stop by my table!

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Social Security: Understanding the Benefits
Apr
10

Social Security: Understanding the Benefits

Learn what you need to know about Social Security while you are still working, about the benefits to you and your family that are available, when to apply for your benefits, the advantage of waiting until full retirement age to claim your benefits, and how your benefits may be taxable to you. You will also learn how to set up a secure online “my Social Security” account to check your earrings and get your benefit estimates, and when to file for Medicare, our country’s basic health insurance program for people age 65 or older and for many people with disabilities.

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Navigating the Landscape of Long-Term Care Insurance
Mar
14

Navigating the Landscape of Long-Term Care Insurance

Can I benefit from long-term care insurance? Am I eligible? Discovering those answers, you will also learn the different types of coverages available, and to maximize and leverage your retirement resources, as well as the tax-free benefits associate with long-term care insurance. Tracy will discuss the importance and value of your extended care planning, and options and solutions that could affect your situation to walk away feeling empowered and enlightened! This event will be hosted at Osher Lifelong Learning Institute.

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