SECURE AGING PRESENTATION - FINANCIAL & HEALTH CARE PEACE OF MIND

Join Us for a Seminar at Alderman Oaks Retirement Center in Downtown Sarasota to Learn How to Successfully Plan and Manage Your Health and Financial Independence.

PROGRAM PRESENTER

Melissa Leedom, CPA

Certified Public Accountant
Chief Executive Officer
Secure Aging

Melissa will share ways to transform the weight of the world into a sigh of relief for you and your loved ones. Learn about care services helping seniors to remain independent and maintain financial peace of mind.

SEMINAR TOPICS

Financial & Life Care Management
From bill pay to budget planning and fraud detection, we have the experience needed to give peace of mind.

Nurse Care Management
Providing wellness checks, Doctor appointment coordination, medical condition education and management, your well-being is paramount.

Fiduciary Services
Our role as your named agent is to ensure your wishes for medical and financial decisions are followed.

Trust & Estate Administration
As an independent trustee and personal representative we handle everything from inventory and appraisal to distribution of assets.

NOTE: SEMINAR ATTENDEES WILL BE INVITED BACK TO ALDERMAN OAKS FOR FREE CONSULTATIONS.

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Also check out other Health & Wellness events in Sarasota, Workshops in Sarasota.