04 June
Online Wealth Summit: Your Game Plan For a Secure Future


Calling all seniors, family members, caregivers, and professionals in estate and financial planning—unlock the secrets to a secure future at our exclusive event!

Join us for a pivotal event crafted for individuals looking to fortify their future: "Your Game Plan to a Secure Future". This one-day online symposium is dedicated to empowering you with essential knowledge and tools across various dimensions of life planning.

Event Highlights:

Sharon Osborn | Assisted Living Locators

Navigating Senior Community Living

  • Explore various senior living options including Independent Living, Assisted Living, Memory Care, and Skilled Nursing
  • Understand when to seek assistance for senior living choices
  • Discover a wealth of resources tailored for all seniors

Learn More and Connect with Sharon; https://assistedlivinglocators.com/care-advisor/st-charles

Raymond Chandler | Polaris Estate Planning and Elder Law

Essentials of Estate Planning and Elder Law

  • Uncover the necessity of an estate plan for everyone
  • Protect your legacy from potential creditors and exploiters
  • Plan ahead for the potential costs of long-term nursing care

Reach Out to Raymond: https://polarisplans.com/contact/

Ryan Gill | St. Charles Financial Services, LLC

Empowering Financial Decisions

Ryan Gill brings his expertise in identifying wealth transfers and financial efficiencies to help you make informed financial decisions.

Engage with Ryan; https://seniorserviceresources.com/biggestmistakes

Linda Priaulx | Continuum Private Duty Home Care

Aging with Dignity and Independence

  • Delve into strategies for aging in place at home
  • Learn the impact of professional guidance in care decisions
  • Addressing Dementia: Empowering your loved ones for success

Connect with Linda: https://www.continuumcare.com/

Jerry Grossman | Saint Charles Financial Services

Financial Strategies for Long-term Care

  • Discuss the rising costs of long-term care and government aid
  • Discover early planning strategies to prevent wealth loss
  • Utilize government benefits for in-home and skilled care costs

Learn from Jerry's Insights: https://seniorserviceresources.com/biggestmistakes

Mike Webb | Webb Insurance
  • Protection, Coverage Gaps, and Create Wealth Transfers -- How to Tie it all Together

Our esteemed speakers bring a wealth of experience from the realms of senior living options, estate planning, financial services, and home care. This event is perfect for those looking to safeguard their future and take proactive steps towards a secure and well-planned life.

Stay connected with our speakers and updates through our social media platforms.

Save the Date: June 4th, 2024

Location: Online

Don’t miss the opportunity to gain insights and strategies from top professionals in the industry. Secure your future today!


Date and Time

Tue, Jun 04, 2024

9:00a - 12:00p CST




Event Registration