Join a session led by Attorney Nancy Weissman, to explore fundamental estate planning topics such as essential documents, trusts, estate taxes and planning, probate, and key decisions. The discussion is followed by an interactive Q&A session from participants.

An interactive panel discussion on redefining retirement by starting your own business. Discover how to pivot from traditional retirement to entrepreneurship, guided by seasoned entrepreneurs who’ve transitioned from conventional careers to launching their own ventures

Downsizing or relocating in retirement can be overwhelming. This interactive session led by real estate expert Christina Marmonti discusses the practical and emotional aspects of choosing a new home or retirement community, determining the right timeline, and envisioning the life you want in this next phase. What we covered: The biggest challenges you should be aware of when considering downsizing or relocating How to determine the best location or community for your retirement lifestyle What timeline makes the most sense for your downsizing or relocation plans How you can mentally prepare for the emotional challenges of leaving a longtime home Thinking about what your ideal retirement living situation look like, and how you can make it a reality

As Medicare's annual enrollment period approaches, there are several key changes and challenges that beneficiaries need to be aware of. We discuss the "hot button" issues for this Medicare season in a Q&A format with Scott Matthews, CEO & Founder of Keen. Rising Premiums & Deductibles Prescription Drug Price Changes New Plan Options and Terminations

Total losses from fraud reported to the FBI by adults over 60 rose to $3.4B in 2023, leaving more retirees susceptible to sophisticated deception than ever. Join Tyler End, CFP®, CEO & Co-Founder at Retirable, for a session on safeguarding and protecting your future against fraud, scams, and identity theft. Tyler will help you identify common tactics and methods while sharing actionable ways to prevent yourself from falling victim to these scams.

Your Medicare Part D drug benefits are changing significantly on January 1, 2025. In this interactive discussion, we discussed what the coming changes mean for you. We also covered how you can compare your options and make changes to a more suitable plan during this Medicare Annual Enrollment Period, that started October 15th! #Healthcae #Medicare #AskTheExpert #LiveQandA #medicareinsurance #medicarecoverage #medicareadvantage #medicareanswers Check out more events: https://portal.joinhively.com/portal?tab=Events

Join Medicare expert Scott Matthews from Keen as he walks step-by-step to help you navigate the Annual Notice of Changes (ANOC) letter, and understand the essential changes that could affect your healthcare and budget this coming enrollment season. Timestamps 00:00 Introduction 00:30 Medicare Enrollment 101 03:20 Changes to Medicare Advantage and PDPs in 2025 08:55 2025 Plans may reflect significant changes 11:22 Annual Notice of Changes - Example Walkthrough 44:10 What resource are available to understand different drug tiers 45:48 What to look for beyond the Summary of Changes 50:05 What to do next 51:15 What is the difference between Advantage and Supplemental Plans? #Healthcae #Medicare #AskTheExpert #LiveQandA #medicareinsurance #medicarecoverage #medicareadvantage #medicareanswers Check out more events: https://portal.joinhively.com/portal?tab=Events

Fireside chat with Niren Chaudhary, former Chairman & CEO of Panera Bread, as he shares his inspiring journey of reinvention and redefining purpose in life’s next chapter. In this engaging session, Niren talks about his personal and professional evolution, offering invaluable insights on navigating life’s transitions. With a remarkable career that includes leadership roles at Panera Brands, Krispy Kreme, and Yum! Brands, Niren’s story is a must-watch for anyone looking to redefine their path and embrace new opportunities after retirement. #Leadership #Reinvention #NirenChaudhary #PaneraBread #LifeTransitions #PersonalGrowth #FiresideChat #BusinessInsights #RedefiningPurpose #ProfessionalEvolution #retirement #retirementjourney

Join us for an enlightening session with Candace Lobdell, a retired teacher and principal, as she shares her journey of becoming a Guardian Ad Litem (GAL). Discover what it takes to become a GAL, the training process, potential compensation, and how this role has shaped her life and perspective. This session is perfect for those interested in the legal system, passionate about shaping a child's future, or looking to re-enter the workforce in retirement. If you care about kids, you can do it too! After dedicating over three decades to education as a teacher and principal, Candace found a new career in retirement as a Guardian Ad Litem. This role has allowed her to blend her experiences in education with her desire to learn about the legal system while keeping her mind active and engaged. Surprisingly, she hadn't known about this position until after she retired! She feels fortunate to have come across this opportunity at the perfect time and is eager to share her journey with you all! #GuardianAdLitem #ChildAdvocacy #LegalSystem #RetirementCareer #EducationToAdvocacy #CandaceLobdell #ChildWelfare #CareerChange #QandA #YouthAdvocacy #BeTheChange #RetirementLife 4o