One Senior Place

Here's what happened at this event last year... See the promotional flyer from this event -click here. 

In these challenging economic times, getting the legal and financial information you need is critical.  And participants did... all in one day, and without running all over town.  The information received was invaluable, and thanks to the generosity of our sponsors, it was free.  

We assembled a team of legal and financial experts to answer all the questions and provided dozens of tips and strategies to help participants enjoy a comfortable, stress free retirement.  It was a day of learning, refreshments and fun.  Participants came in with questions, and went home with peace of mind... and even a door prize!   

The day agenda included -

Door prizes and refreshments day! 

9:00 am Coffee and danish

9:15 am Tanya Bears, Vice President / Branch Manager with Colonial Bank:  FDIC Insurance - Is My Money REALLY Safe at the Bank?  In these uncertain times, should we have our money in the bank or under the mattress?  The ins and outs of FDIC insurance were explained. 

10:00 am Michelle Panagio, Registered Representative with Prudential Securities:  How Annuities Play a Role In Our Retirement!  The three major financial risks we face in retirement ad why preparing for them is critical to a comfortable, stress-free retirement was explained.

11:00 am Sherri Lombard, President with TaxMasters of Brevard:  There is Nothing to Fear...Not Even Taxes The audience learned about new tax rebates and credits that can put money back in their pocket.

11:45 am April Berkhoder, Regional Marketing Director with Lincoln Financial:  Long Term Health Care Options Innovative options outside of conventional long term care insurance were discovered.  What you must know and do now to insure that you able to make your own decisions on where and how you will receive care in your elder years were reviewed.   

12:45 pm Elder Law Attorney William A. Johnson, P.A. and One Senior Place Care Management:  The Triangle of Care - Legal, Financial and Medical Needs Participants gained an understanding and tips on how to plan for the three types of care that can dramatically improve quality of life in our later years.

1:45 pm Expert Panel Q & A All the presenters returned for an unlimited question and answer session.  ...and the audience brought their toughest questions.