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Seminars

In 2008, we created The Senior Transitions Seminars. We know that not everybody is prepared for the issues that arise with aging, so we custom-designed a series of presentations to address these issues, bringing in speakers specializing in topics important to seniors.

Our quarterly seminars offer knowledge and services, and present an opportunity for participants to ask questions and receive direct answers.

Here is a list of topics we have featured in our quarterly seminar series:

Getting Your Legal House in Order

Protecting yourself and your property through thoughtful estate planning.

Helene Wenzel, Elder Law Attorney

Retirement and Tax Planning for Seniors

Investment income, Social Security and capital gains.

Maryanne Courtney, Tax Specialist

Ella Taylor, CFP Wealth Manager, Robasciotti and Philipson

Lexie Binazir, Tax Attorney, Hone Maxwell

Local Resources for Aging in Place

Mollie Tobias, ED Stepping Stone Adult Day Health

Caitlin Morgan; Senior Education Specialist, Institute on Aging

Kate Hoepke; ED, SF Village

How to Stay Safe, for Seniors

Keeping safe in your home, in your car, on the street.

Captain Curtis Lum, Taraval Police Station

Navigating Real Estate Solutions for Seniors

Your Home:  Should I Stay or Should I Go?

Nancy Meyer, Seniors Real Estate Specialist®

An amazing resource for anybody looking for some wisdom in the transition years of your life!