What we're about

Come meet this panel of professionals to ask YOUR questions or your parent's questions regarding:
* What to do with a house that is too big, costly and difficult to maintain.
* What do I do with all of my stuff and how do I decide who gets what?
* Where do I go and what are my options?
* How do I or how does my parent maintain independence and stay in control of the process?
* What do I need to know about wills, estates, trusts and medical power of attorney documents?
* What is the best way to organize and secure these documents?
* What do I need to know about the SECURE Act that will potentially be passed in Congress and how will that affect my retirement accounts?
* Where do I get questions answered about Required Minimum Distributions on IRA and 401k accounts?
* How do I get started and what are then next steps?

Upcoming events (2)

“The Talk” For Families of Aging Parents

Optimized Senior Living

If you or your loved one is thinking about downsizing or aging in place, you may be feeling overwhelmed. If so, you are not alone. Leaving your present home for a smaller home, Continuing Care Community or modifying your current home to age in place is challenging for everyone. Dealing with belongings, with the wishes of the children, issues with pets and other issues compound what is already emotionally stressful. CARE can help. CARE is a non-profit organization that empowers families with the resources and support necessary to enhance the quality of life as we age bringing together a panel of local business professionals who passionately serve, educate and guide the community of aging adults.
Please join us for an evening of getting your questions answered, light refreshments, door prizes, giveaways and a tour of Optimized Senior living.
Visit us at www.cincycare.com for more information.

How to Prevent Fraud and Safety Awareness for Seniors

8836 Cincinnati Dayton Rd

Seniors are particularly vulnerable to fraud. Attend to gain knowledge on better safety awareness tips and important resources.
Officer Ernie Malott, West Chester Police Department, will offer tips to help you protect yourself or your loved ones from identity theft, scams, and other common fraud issues. He will offer safety awareness tips and important resources for seniors in the community.
Join us to learn more at Harvest Financial Advisors Community Room (located in the lower level of the building-please park around the back of the building and enter through the middle door of the back entrance).
Light refreshments will be served.

Past events (5)

How to Prevent Fraud and Safety Awareness for Seniors

8836 Cincinnati Dayton Rd

Photos (8)