Smarter Senior Seminar Series

Keeping Seniors In The Know

These in-person seminars aim to Protect, Inform and Educate (PIE) seniors about the importance of being proactive as they age. No matter what phase of the journey you’re in, this series will help you navigate the ins and outs of transitioning into the next phase of life.

With two to four topic-expert presenters, each seminar creates easy-to-follow paths for complex tasks like home-buying, retirement, healthcare planning and beyond. What’s more, Senior Housing Professional Alba Ramirez guides the Hispanic senior community through select Spanish-language seminar topics throughout the year.

See below for a full list of upcoming events to reserve your seat.

UPCOMING EVENTS - Preparing for Retirement

UPCOMING EVENTS - Preparing for Retirement

Social Security

September 18, 2024
1:30-3:30

SW Library
7255 Della Dr.   32819

    • Divorce/Death-Larger Benefit

    • Additional Benefits as You Age

    • How much can you make a year?

    • Is there a Penalty if you still work

    • At what Age should I receive SS

    • When is Full Retirement Age

Medicare/Medicaid

October 3, 2024
10:30-12:30

SE Library
5575 Semoran Bl 32822

    • Traditional vs. Advantage Plan

    • Prescription Plans

    • Part B Supplement Explanation

    • Medicare Rejection—Billing Code

    • What type of Price Increases to   2025

    • Medicaid-When to Prepare

Getting Organized

November 15, 2024
10:30-12:30

SC Library
1702 Deerfield Bl 32837

    • What Happens If?

    • List of Doctors

    • List of Surgeries/Dates

    • List of Medications

    • Budgeting/Income/Expenses

    • List of Investments & Bank Accts

    • Final Arrangements

    • Passwords

Legal

December 4, 2024
1:30-3:30

SW Library
7255 Della Dr. 32819

    • Directives/ Medical-Financial

    • Wills

    • Trusts/When and Why

    • Trusts-Revocable vs Irrevocable

    • Estate Planning

    • Funeral Planning/5 Wishes

    • Preserving Assets

Financial—Ways to Survive

January 9, 2024
10:30-12:30

SE Library
5575 Semoran Bl 32822

    • CPA-Taxes

    • Financial Planner

    • VA Benefits

    • HECM Mortgage

    • Life Insurance

    • Annuities

    • Long Term Care Hybird Insurance

Real Estate-Insurance

February 21, 2024
10:30-12:30

Sc Library
1702 Deerfield Bl 32837

    • When to Sell—Use a CSHP

    • How to Sell for most MONEY

    • Myths/Scams-Quick Close-Cash

    • Portability Tax

    • Exemptions-Disable-Senior-Blind

    • Insurance—Car-Home-Umbrella

    • Why is Insurance Skyrocketing?

Make ‘Getting Old’ Fun

Contact us for a free consultation and begin your journey today.