SPEAKING SERIES

The Wise Transitions Speaker Series is a free, monthly educational program for mature adults and their families. Each seminar provides valuable insights and expert advice to help individuals navigate the complex decisions that come with later stages of life. From estate planning and wealth management to downsizing, decluttering, and health care planning, these sessions are tailored to equip attendees with the knowledge they need to make informed, confident choices for their future.

Led by seasoned professionals across various fields, each seminar offers practical guidance, compassionate support, and thoughtful solutions. Whether you're considering a move to a smaller home, planning your legacy, or simply looking to simplify your lifestyle, the Wise Transitions Speaker Series is here to provide clarity and empower you to embrace the next chapter of life with confidence and peace of mind.

UPCOMING EVENTS

Join us for an insightful panel discussion designed to help you navigate the essential first steps in planning for your future. Our expert panelists will cover key topics including decluttering and downsizing, financial management, estate planning, and fostering important conversations with your family. Whether you're planning for yourself or assisting a loved one, this event will provide practical guidance and peace of mind for making confident, informed decisions.

Starting Smart: Your First Steps in Planning for the Future

Wednesday, October 30th

10:30 a.m.-12:00 p.m.

Terwilligers Lodge
Montgomery

10530 Deerfield Rd
Montgomery, OH 45242