Planning For The Future Seminar

✔️ Learn from 5 local experts
✔️ Get your questions answered
✔️ Walk away with an action plan

Seats fill quickly—reserve yours now!

Save Your Spot Now!

Life's most important transitions don't have to be overwhelming. Our Planning for the Future Seminar brings together five professionals in a coordinated group, Your Family Resource Network, to address every aspect of senior transition planning—so you can make informed decisions with confidence and not in crisis mode.

What You'll Learn in Our Comprehensive Session:

🏛️ Estate Planning Essentials - Protect your legacy with proper wills, trusts and estate documents. Discover Medicaid planning strategies that preserve your assets and learn about often-overlooked Veterans' benefits that could save thousands.

💰 Wealth Management Strategies - Ensure your retirement savings last with expert investment guidance tailored to life's changes. Learn proven wealth transfer techniques that minimize taxes and maximize what you leave to loved ones.

🏥 Insurance & Medicare Mastery - Navigate the complex world of health insurance, Medicare supplements, and long-term care coverage. Get personalized recommendations from a local licensed agent who understands Northeast Ohio options.

🏠 Real Estate Transition Planning - Whether downsizing or selling the family home, get market expertise and pricing guidance from a Realtor® and accredited Seniors Real Estate Specialist® (SRES®). Learn about moving assistance and trusted service provider connections.

🏘️ Senior Housing Navigation - Discover your ideal community through a need-based assessment. Get the inside scoop on assisted living, independent living, skilled nursing and memory care options to fit your needs and budget.

Why Attend? Knowledge Is Power!

✅ No-Pressure Environment - Free education focused on YOUR goals, not sales pitches

✅ Local Expertise - Northeast Ohio professionals who understand our community

✅ Comprehensive Coordination - All your family's needs addressed by professionals that regularly work together

✅ Proven Track Record - Serving Northeast Ohio families for generations

✅ Private Consultations Available - One-on-one breakout sessions with relevant experts

Perfect For:

• Seniors seeking to maintain autonomy while planning ahead
• Adult Children wanting to support parents with confidence and knowledge
• Anyone preferring proactive planning over crisis-driven decisions

The bottom line: Two hours of your time could save you years of stress, thousands of dollars and ensure your family's peace of mind. This isn't just another seminar—it's your roadmap to navigating life's beautiful transitions with dignity, expertise and compassion.

Reserve your seat today. Your future self will thank you.

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