Smarter Senior Seminar Series

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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.

Introducing an engaging new format built around the four essential pillars: Aging at Home, Senior Living, Financial, and Legal. Experience insightful presentations delivered by a dedicated expert, offering comprehensive guidance that empowers you to make informed, confident decisions. This streamlined approach ensures you receive clear, actionable advice tailored to your unique journey. Don’t miss this opportunity to gain valuable knowledge from trusted voices in one dynamic, accessible session.


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

Upcoming Seminars

Legal

September 15, 2025
1:00pm

North Orange Branch Library
1211 E. Semoran Blvd., Apopka, FL 32703

"STAYING PUT"

80% of Seniors/Active Adults want to Age at Home-Find out the ways of "STAYING PUT"

October 15, 2025
1:00pm

North Orange Branch Library
1211 E. Semoran Blvd., Apopka, FL 32703

  • Learn what you need to have in place as you age regarding wills, trusts, estate planning, directives, power of attorney and probate

    You will have the opportunity to discuss: 

    • Directives/ Medical-Financial

    • Wills

    • Trusts/When and Why

    • Trusts-Revocable vs Irrevocable

    • Estate Planning

    • Funeral Planning/5 Wishes

    • Preserving Assets

  • Home Health Care

    Companionship / Doctor Appts for you and your Pets./ Light Housekeeping

     Preparing Your Home as you Age

    Trusted Resources/Services for Maintenance

    Caregiver / Guardian mgmt.

    Learn ways to get rid of YOUR STUFF

    Learn ways to be Organized

Past Seminars

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

Social Security

March 1, 2025
11:30-1

SW Library
7255 Della Dr. 32819

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

Legal

April 30, 2025
1:30-3:

SW Library
7255 Della Dr. 32819

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.