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AGING WELL RESOURCES

Aging Well Monthly Newsletter

Insight Newsletter 3rd Quarter 2025

July 1, 2025

Caring for a loved one can be one of the most meaningful roles a person takes on—but it also brings emotional, physical, and financial stress that can take a toll on the caregiver’s overall health.

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Insight Newsletter 2nd Quarter 2025

May 1, 2025

Happy Spring! In this edition of our newsletter, we’ll be addressing the financial challenges that family caregivers often face, offering insights on how caregiving can become a financial burden and ways to manage it.

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Insight Newsletter 1st Quarter 2025

January 5, 2025

I’m so happy to introduce the New Quarterly AgingWell Insights Newsletter! It’s a long time coming and I hope you find it helpful as you prepare for your future, whether as a caregiver or for your own later years. In this newsletter you’ll get updates on seminars, information on important topics and resources to help you on your journey.

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AGING WELL RESOURCES -VIDEOS

Longevity Planning
“Aging by Design – A New Model for Longevity Success” advocates for a proactive approach to aging, emphasizing intentional planning over passive acceptance. By shifting from reactive to intentional strategies, the piece underscores the importance of designing a fulfilling and healthy life well into one’s later years.
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End of Life Planning
This video offers a compassionate and practical overview of end-of-life planning, helping individuals and families prepare for the future with clarity and peace of mind. Learn the key documents, decisions, and conversations that ensure your wishes are honored and your loved ones are supported.
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Fall Prevention

This video highlights essential strategies for fall prevention, a critical aspect of maintaining independence and safety as we age. Viewers will learn how to reduce fall risks through home modifications, strength and balance exercises, and awareness of medications and health conditions. Fall prevention is a key component of aging well and should be part of every senior’s care and planning conversation.
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Senior Care Solutions
Senior care planning involves preparing for the evolving needs of aging individuals, including housing, healthcare, legal, and financial considerations. It addresses critical areas such as long-term care options, power of attorney, advance directives, and how to pay for care without depleting assets. Thoughtful planning helps families make informed decisions and ensures quality of life and dignity throughout the aging process.
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Unretire
Unretire! What does life look like when you unretire? Aging does not have to be boring. As a financial advisor we can help our clients see beyond the investments. Help your clients live what they dream about. Richard shares about the various ways to be your clients cheerleader as they enjoy the retirement you helped them plan for.
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Good Day Sacramento 2025

The 5th Annual Aging Well Symposium and Resource Fair, taking place next Saturday, Oct. 4th from 8:30 a.m. to 2:00 p.m. is a totally free event for people to come and listen to speakers who share about all things caregiving and senior life related. Our Resource Fair features a wide range of services—from in-home care, hospice, and Medicare guidance, to estate attorneys, real estate, mortgage, and even end-of-life planning resources. We’re also proud to have several nonprofits, including Del Oro Caregiver Resource Center, Artisan Mind, and the ALS Association and others.
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Fox 40

Luz Johnson, CPFA Wealth Advisor Fox 40 interview on the Aging Well Symposium happening this Saturday October 4th, 9 am – 2 pm!
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Commercial for the Aging Well Symposium 2025
Why come to the Aging Well Symposium? Because aging well means being informed, prepared, and supported. Here’s Luz Johnson to share why learning how to age with dignity is so important.
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