If you or an elderly parent are planning to move or downsize, you do not want to miss the Downsizing seminar. When downsizing and moving we all struggle with what to keep, what to donate, how to donate, what to throwaway, and how to organize the new home. Charna Kinneberg of Senior Transitions, Katherine Picott of Tidy Milso, and Heather Murphy of Abilities Network join Mark Stinson and gave us tips on how to declutter, dispose, and organize.
We’re honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make.
Cozy Wittman, Education and Partnership Consultant, at College Inside Track, joined us to teach families how to navigate the complicated college process. College is now the second largest purchase most families make in their lives, but the process is more complex and less transparent than it has ever been. COVID-19 and FAFSA changes that took place at the end of 2020 have increased the challenges families face. This session will cover common mistakes families make in selecting a college, myths about financial aid, FAFSA changes that will impact many, many families and will guide you toward a more strategic college search. Your FAI Wealth Management team is excited to partner with Cozy Wittman, with College Inside Track. Cozy speaks nationally, training families and professionals about doing a more strategic college search.
Mary Hughes, a certified Daily Money Manager (DMM) and founder of Peace of Mind Solutions, presented about how a DMM can support individuals in day-to-day financial management and provide other personal financial assistance for individuals and their loved ones.
Susy Elder Murphy, BA, CMC, owner of Debra Levy Eldercare Associates, presented about aging issues. These include housing options, care coordination, in-home care, professional referrals, and more.
Frank Antico, Vice President of NewRez, LLC, a mortgage lending company, presented his annual Mortgage and Housing Update. Frank shared insights and trends from his work in the housing and mortgage markets.
We’re honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make.
Our Town Hall featured Bob McAllister, a property and casualty insurance broker. This Town Hall may be helpful to anyone who owns a home, is purchasing a home, has made or is in the process of making improvements to a home, as Bob will navigate decisions to make to protect the value of home and one's investment in it.
