Join our complimentary speaker series to gain valuable insights, connect with
experts, and plan confidently for your golden years.
Join our complimentary speaker series to gain valuable insights, connect with
experts, and plan confidently for your golden years.
Are you a senior looking to navigate the complexities of retirement?
Or perhaps you're a caregiver seeking support and knowledge to better assist your loved one?
Our speaking series is designed specifically for you.
Join us for a series of informative presentations led by industry-leading experts in senior care, finance, healthcare, and more. You'll gain practical advice, answer burning questions, and feel empowered to make informed decisions about your future.
Our six distinguished speakers, renowned professionals in their respective fields, will cover essential topics such as senior care, Medicare, estate law, functional medicine, financial planning, and home adaptations. Each session promises to provide actionable insights and answer common questions faced by seniors and their loved ones.
This series aims to empower you with knowledge, helping you make informed decisions for a fulfilling and secure future. Whether you are planning your own retirement strategy or supporting someone through theirs, these presentations offer critical information and support.
The series runs from September 10 to November 20 consisting of 6 sessions, with sessions held biweekly. Each session addresses different facets of senior living and planning, ensuring a comprehensive understanding from multiple professional perspectives.
Planning and Preparing for Care
Identifying telltale signs and associated risks
Myths, facts and figures
Impact for seniors and their families
Home screening
Supporting safety and independence
Great presentation, was very thorough!
Love the statistics, they put things into perspective, great visuals, eye opening.
Great presentation, a huge amount of knowledge and valuable information.
She was easy to listen to and delivered the message in a professional and friendly way!
Ruth went above and beyond!
I could listen to her speak all day.
Services
Understanding Medicare
What is Medicare?
Who can get Medicare?
What Medicare covers?
What does Medicare cost?
Disclaimer: I do not offer every plan available in your area. Currently I represent 14 organizations which offer 82 products in your area. Please contact medicare.gov or call 1-800 Medicare or your local state health insurance assistance program (SHIP) to get information on all your options.
It is a boring topic but Carlos's personality and enthusiasm made it entertaining!
Carlos covered the topic and answered all questions.
Carlos was professional, knowledgeable, friendly, just right!
Carlos is excellent and professional in his field.
Estate Planning Basics
Creating peace of mind by planning for the future – why estate planning is for everyone
Key essentials - trusts, wills, power of attorney, health care documents and more
How legally documenting your wishes can save years in court and thousands in fees
Medicine
Integrating Functional Medicine, Chiropractic Care, and Effective Advocacy
Understanding Functional Medicine
How functional health can support traditional medical care model
Gentle and effective chiropractic techniques for seniors and why care givers need care too
Medicare coverage for alternative health care
How to advocate for seniors with their medical provider
Foundations of Investing
Investment Strategy
Market Update
Investing Basics
Safety for Seniors and Those Who Care For Them
Protecting your loved ones from Elder Abuse
Tips to recognize an online predator
Online privacy settings
Romance scams
What to do if you suspect Elder Abuse
She is passionate about empowering seniors through education and support, ensuring they have access to essential resources as they navigate the complexities of aging. Ruth's approach is characterized by a deep understanding of the unique challenges faced by seniors, and she collaborates closely with families to create personalized care plans.
Through her work, Ruth Johnson demonstrates an unwavering dedication to improving the lives of seniors, making her a valuable asset to the communities she serves in South Orange County and the home care industry as a whole.
Carlos is deeply engaged in his community, actively participating in local initiatives and fundraising events through the Rotary Club, where he has taken on various leadership roles. His passion for service extends beyond insurance, as he strives to positively impact the lives of those around him by promoting community involvement and support.
Through his extensive knowledge of the insurance landscape, Carlos empowers seniors and their families to make informed decisions regarding their healthcare coverage. His dedication to excellence and client satisfaction has established him as a trusted figure in both the insurance industry and the San Juan Capistrano community, providing peace of mind as clients navigate their healthcare journeys.
Her clients range from those with very little to high wealth individuals, young and mature families, seniors, business owners, and everyone in between.
Susan finds joy in educating and helping her clients find peace of mind.
She has a knack for explaining the legalese to her clients in terms “regular folks” can understand.
She strives to provide certainty and clarity while eliminating doubts about the future.
Jacqueline and her husband, Ramez, have been married for over 25 years and have two daughters. Outside of work, she is an active volunteer in her church community and enjoys spending time with her German Shepherd, Simba.
Prior to entering the P.I. field, Ms. Herring was employed in law enforcement and also danced professionally, having originally studied to be a ballerina. She possesses Bachelor’s degrees in Criminal Justice and Psychology, and a Master’s degree in Public Administration. She describes herself as a “general” investigator, and conducts many types of investigations including, but not limited to, asset searches, background checks, due diligence, cyber crimes, online reputation, elder abuse, fraud, traffic accident, social media, personal injury, and cellular forensics.
Lynda is a contributing author to multiple books, including “Advanced Private Investigation” and “It’s All About Showing Up”, and her article, “How Well Do You Know Your Child?” was recently published in Kidz Zone Magazine. Her first “solo” publication, “Your Amazing Itty Bitty Keep Your Children Safe Book” is scheduled for release in January 2025.
Lynda’s passion lies in the fight against sex trafficking and sextortion, especially of children. She presents virtual and in-person workshops to children and adults regarding online exploitation and how to protect children from online predators, while also conducting investigations into human trafficking, sextortion, and missing children.
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