November 21: 1pm - 2pm
Speaker: Brett Pyle, President & CSO – Global Executive Group
Discover your life's purpose with Brett as he unveils insights from thousands of conversations on achieving 'Absolute Clarity of Purpose'. Dive deep into Mark Twain's belief about the two most significant days in your life.
November 28: 1pm - 2pm
Speaker: Rosanna Roizin, Partner, Tarter Krinsky & Drogin LLP
Rosanna Roizin Esq. highlights essential legal documents for adults, covering estate planning, tax law shifts, and critical advance directives. Be informed and safeguard your wishes in significant medical or care situations.
December 5: 1pm - 2pm
Speaker: Amy Salo, CFP ® , CAP ® , CExP ™
Amy Salo offers insights on enhancing your financial plan based on years of experience. Learn from impactful wins and missteps to progress towards a secure financial future.
December 12: 1pm - 2pm
Speaker: Laurie Barkman, M&A Advisor
Selling a business is not just a financial decision; it's a personal journey. Being prepared, both emotionally and practically, is the key to transitioning without regrets.
October 3: 1pm - 2pm
Speaker: Jerry Cahn, PhD, JD
In our extended lifespans, how do we ensure fulfillment? Dive into updating mindsets, intentional living around core values, and strategic life-goal planning to harness the potential of a 100-year life.
October 10: 1pm - 2pm
Speaker: Megan Wollerton, Owner, Life Force Wellness
Join our workshop to master living vibrantly up to 100 and beyond. Uncover strategies for health, manage disease threats, and add life to your years. Together, let's transform longevity into a daily celebration of vitality. Live not just longer, but fuller!
October 17: 1pm - 2pm
Speaker: John Asher, CEO, Asher Longevity Institute
John Asher offers a guide to longevity and health. Understand cellular aging, embrace protocols for sleep, diet, and exercise, and discover FDA-approved drugs for extended vitality. Gain a blueprint for a healthier, extended life.
October 24: 1pm - 2pm
Speaker: SJ Khalsa, Estate Planning & Tax Attorney
Caring for an aging or ill loved one is complex and often unplanned. SJ Khalsa emphasizes the importance of preparation over reaction. In this session, gain insights on anticipating and addressing care needs, ensuring informed decisions that align with your loved one's wishes.
October 31: 1pm - 2pm
Speaker: Ivy H Menchel, CFP®, CBEC®, CDFA®
Millions of adults age alone, facing risks like isolation and financial exploitation due to lack of familial support. Yet, with proper planning, they can lead fulfilling lives with confidence and security.
November 7: 1pm - 2pm
Speaker: Vidal Peoples, RICP® of Strategies for Wealth
Imagine your financial life as a messy junk drawer in your kitchen, with competing priorities and no organization. This chaos leads to stress and poor financial decisions. The problem? The industry hasn't helped us organize.
November 14: 1pm - 2pm
Speaker: Nick Peck
Explore the role of core values in shaping family dynamics, beliefs, and relationships. This presentation emphasizes the importance of recognizing and integrating these guiding principles within families.
We’re starting our Fall 2023 Program with a dozen of the fundamental & special topics that members want to learn.
We’re waiving our registration fee for all members who register at least one week in advance of a program.
To see the course offerings and register, click the button below.
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