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Fall Series 2023

Workshop Archives

Browse Recordings

We had a fantastic Fall series of 12 workshops, thank you to all who joined us!
Please browse through the workshops below and click to access a recording of the live workshop.
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.

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Megan Wollerton, 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.

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John Asher, 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.

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SJ Khalsa, Estate & 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 throughout.

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Ivy H Menchel, CFP®, CBEC®, CDFA®

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.

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Vidal Peoples, 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.

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Nick Peck, COREnology

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.

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Brett Pyle, President & CSO – CEG

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.

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Rosanna Roizin, 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.

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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.

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Laurie Barkman, Business Transition Sherpa

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.

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Jerry Cahn, PhD, JD

There’s more to a legacy than leaving assets to loved ones and charities after death. A legacy is the impact you want to have on others – and you can start delivering that now.

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