Gallery

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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