

# Event Details

- **Event Name**: Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation)
- **Event Start and End Date**: Tue, 15 Jul, 2025 at 03:00 pm – Tue, 15 Jul, 2025 at 05:00 pm
- **Event Description**: Hear from expert panelists and feel confident about your retirement outlook! The free presentation includes giveaways and light refreshments.RSVP by July 13. Call 215-541-3700 or email nmartinez@thebirchesatharleysville.com. 


Expert panelists include:

&gt; Elizabeth (Liz) Herman, IAR, ABFP™: Liz is licensed for life, accident and health insurance, holds FINRA Series 6, 63, and 65 registrations, and Accredited Behavioral Finance™ and Registered Social Security Analyst® designations.

&gt; Steve Lybrand: Founder of Bennett, Shaw &amp; Whitlock LLC, Steve educates families about the Medicaid Long-Term Care benefit, on “what they don’t know, they don’t know” regarding long-term care and how to plan for the future.

&gt; Karyl Bruno COTA/l, CRTS: Karyl’s passion lies in helping seniors navigate life transitions with dignity and ease. She’s the owner of Caring Transitions of Boyertown and Harleysville, specializing in senior relocation, downsizing, and estate liquidation.

&gt; Christy Grega: As the Patient Services Director at BrightStar Care of Lansdale, Christy supports pediatric through geriatric clients—and their families—throughout their home health care journey.

&gt; Scott and Michelle Burgess: Scott and Michelle are Oasis Senior Advisors, a free placement service that helps seniors, and their families find the best possible senior housing based upon their specific wants, needs and resources.

&gt; Mindy Haggerty and Brian Quigley: Mindy and Brian of Silver Leaf Partners, a concierge real estate brokerage, help seniors sell their homes, offering personalized support, expert guidance, and trusted resources to make the process seamless and stress-free.

&gt; Nicole Martinez: Nicole is the marketing director at The Birches. She has a passion for seniors and truly enjoys the process of helping residents and their families find the perfect community at The Birches.
- **Event URL**: https://allevents.in/harleysville/secure-your-future-insights-on-aging-housing-and-financial-planning-free-presentation/200028356250344
- **Event Categories**: health-wellness
- **Interested Audience**: 
  - total_interested_count: 15

## Ticket Details


## Event venue details

- **city**: Harleysville
- **state**: PA
- **country**: United States
- **location**: 691 Main St, Harleysville, PA, United States, Pennsylvania 19438
- **lat**: 40.28772
- **long**: -75.39633
- **full address**: 691 Main St, Harleysville, PA, United States, Pennsylvania 19438

## Event gallery

- **Alt text**: Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation)
  - **Image URL**: https://cdn-az.allevents.in/events1/banners/c315e367c108af713984a3aff35840cbaacd8447223af0dd0bbf8e5aafff89ed-rimg-w1200-h628-dcb61219-gmir?v=1752269831

## FAQs

- **Q**: When and where is Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation) being held?
  - **A:** Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation) takes place on Tue, 15 Jul, 2025 at 03:00 pm to Tue, 15 Jul, 2025 at 05:00 pm at 691 Main St, Harleysville, PA, United States, Pennsylvania 19438.
- **Q**: Who is organizing Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation)?
  - **A:** Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation) is organized by The Birches at Harleysville.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation) is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Harleysville, this event is thoughtfully curated to deliver a standout experience worth every moment. If Secure Your Future: Insights on Aging, Housing and Financial Planning (free presentation) sounds like your kind of event, don't wait - spots fill up fast.

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