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Retirement Resource Guide2021-01-19T16:20:56-05:00

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RRG Winter 2021 - Cover

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Events

Jan
27
Wed
2021
Ameriprise / Richardson Private Wealth Advisors: Health, Wealth, and a Confident Retirement
Jan 27 @ 3:00 pm – 4:00 pm

Richardson Private Wealth Advisors - Ameriprise Financial - Logos

Health, Wealth, and a Confident Retirement

Presented By:  James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner – Richardson Private Wealth Advisors

Hosted By:  Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: Email us at bishana.shipp@ampf.com or make your reservations online.

Online Event URL: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e9163acf41ce82887fdda876c2fdcc5d1

Online Event Passcode: CCtibK3p@23

Jan
28
Thu
2021
How Moving to a Senior Living Community During the Pandemic Can be a Safer Option
Jan 28 @ 3:00 pm – 4:00 pm

Kisco Senior Living - Heritage Greens - Logo

Why Now?
How Moving to a Senior Living Community
During the Pandemic Can be a Safer Option

Thursday, January 28 – 3:00pm

Heritage Greens - Abbotswood at Iring Park - Zoom Flyer

Sometimes it’s better not to wait. There is no need for you to wait until the prevalence of COVID-19 lessens and vaccines are available to all. Have peace of mind knowing that at Kisco Senior Living, our mission is centered on providing safety and security, health and wellbeing, and quality of assurance to foster the most vibrant and fulfilling senior living communities.

We invite you to join us on ZOOM to learn more about all the ways we strive to make our communities the safest place for residents to live and the safest place for associates to work. Our panel of industry experts will be highlighting topics from Kisco Clean initiatives including moving safety protocols and Kisco Clean sealed apartments, to how to sell your home during a pandemic and navigate home showings safely. A local physician will discuss the COVID-19 vaccine and the science behind Kisco’s non-invasive PCR pooled saliva testing.

You will hear from residents that moved in during the pandemic and their family members with first-hand experiences on the benefits of testing and the peace of mind they feel while living in a Kisco community during this time.

To RSVP and receive the ZOOM link for this informative town hall virtual meeting, please call Heritage Greens at 336-299-4400.

Feb
9
Tue
2021
The Elderlaw Firm – Virtual Seminar: Don’t Go Broke in the Nursing Home
Feb 9 @ 10:30 am

The Elderlaw Firm - Logo

Don’t Go Broke in the Nursing Home

Please join us for a free virtual seminar. While each seminar is different we will always cover general information like the following:

  • Understand the advantages and disadvantages of wills and living trusts
  • How smart families can transition and reposition assets to better qualify for government and VA benefits
  • When to put property in your children’s names and when not to
  • The estate planning documents you need right now

Each seminar will cover important elder law issues leaving you informed and ready to make the next step in your planning process. As you can see in the titles listed below, some seminars will have a more tailored focus. It is generally sufficient to attend just one seminar. Your questions are welcome and participation at a seminar entitles qualified candidates for a free initial consultation ($350 value).

Virtual Seminars

The virtual seminars take place using Zoom and make it possible for you to attend from anywhere and still ask plenty of questions. This makes our seminars accessible to you whether its a matter of time or distance.

RSVP:  https://www.elderlawfirm.com/seminar-registration/ or call 336-378-1122.

Feb
10
Wed
2021
The Elderlaw Firm – Medicaid Minute Zoom Call
Feb 10 @ 11:30 am – 12:00 pm

The Elderlaw Firm - Logo

Medicaid Minute Zoom Call

This is your chance to ask specific Medicaid questions to our lawyers and Medicaid Benefits Specialist. Email with questions.

Click here to join:
https://us02web.zoom.us/j/88255170642?pwd=YW5UVVg1ZGIrOWFpdjRLMnh0OEFtUT09

Meeting ID:  882 5517 0642
Passcode:  729792

Feb
17
Wed
2021
The Living Smarter Series: Creating Your Legacy Beyond the Estate
Feb 17 @ 11:00 am
The Elderlaw Firm – Virtual Seminar: Wine & Wills
Feb 17 @ 5:00 pm – 6:00 pm

The Elderlaw Firm - Logo

Wine & Wills

Please join us for a free virtual seminar. While each seminar is different we will always cover general information like the following:

  • Understand the advantages and disadvantages of wills and living trusts
  • How smart families can transition and reposition assets to better qualify for government and VA benefits
  • When to put property in your children’s names and when not to
  • The estate planning documents you need right now

Each seminar will cover important elder law issues leaving you informed and ready to make the next step in your planning process. As you can see in the titles listed below, some seminars will have a more tailored focus. It is generally sufficient to attend just one seminar. Your questions are welcome and participation at a seminar entitles qualified candidates for a free initial consultation ($350 value).

Virtual Seminars

The virtual seminars take place using Zoom and make it possible for you to attend from anywhere and still ask plenty of questions. This makes our seminars accessible to you whether its a matter of time or distance.

RSVP: https://www.elderlawfirm.com/seminar-registration/ or call 336-378-1122.

Feb
23
Tue
2021
The Elderlaw Firm – Virtual Seminar: Estate Planning to Protect Your Loved Ones and Your Life Savings
Feb 23 @ 10:30 am

The Elderlaw Firm - Logo

Estate Planning to Protect Your Loved Ones and Your Life Savings

Please join us for a free virtual seminar. While each seminar is different we will always cover general information like the following:

  • Understand the advantages and disadvantages of wills and living trusts
  • How smart families can transition and reposition assets to better qualify for government and VA benefits
  • When to put property in your children’s names and when not to
  • The estate planning documents you need right now

Each seminar will cover important elder law issues leaving you informed and ready to make the next step in your planning process. As you can see in the titles listed below, some seminars will have a more tailored focus. It is generally sufficient to attend just one seminar. Your questions are welcome and participation at a seminar entitles qualified candidates for a free initial consultation ($350 value).

Virtual Seminars

The virtual seminars take place using Zoom and make it possible for you to attend from anywhere and still ask plenty of questions. This makes our seminars accessible to you whether its a matter of time or distance.

RSVP:  https://www.elderlawfirm.com/seminar-registration/ or call 336-378-1122.

Feb
24
Wed
2021
Ameriprise / Richardson Private Wealth Advisors: Planning for the Future
Feb 24 @ 3:00 pm – 4:00 pm

Richardson Private Wealth Advisors - Ameriprise Financial - Logos

Planning for the Future: An approach for the whole family

Presented By:  James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner – Richardson Private Wealth Advisors

Hosted By:  Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones

To reserve a spot:  Email us at bishana.shipp@ampf.com or make your reservations online.

Online Event URL:  https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e765c75bb970225499cdd14349ada4b3f

Online Event Passcode:  aXsEntB?823

Mar
10
Wed
2021
The Elderlaw Firm – Medicaid Minute Zoom Call
Mar 10 @ 11:30 am – 12:00 pm

The Elderlaw Firm - Logo

Medicaid Minute Zoom Call

This is your chance to ask specific Medicaid questions to our lawyers and Medicaid Benefits Specialist. Email with questions.

Click here to join:
https://us02web.zoom.us/j/88255170642?pwd=YW5UVVg1ZGIrOWFpdjRLMnh0OEFtUT09

Meeting ID:  882 5517 0642
Passcode:  729792

Mar
18
Thu
2021
14th Annual Elder Caregiver of the Year Award
Mar 18 @ 2:00 pm – 3:00 pm

TRLA Elder Caregiver of the Year Award 2021

Triad Retirement Living Association (TRLA) is pleased to announce that their
14th Annual Elder Caregiver of the Year Award Ceremony
will be held virtually on March 18th, from 2:00 – 3:00 pm.

Elder Caregiver Appreciation is TRLA’s annual signature event where we honor and recognize caregivers
in the Triad who demonstrate compassion, love and support to those in need.

Nominate a Caregiver by March 1, 2021 for Caregiver of the Year!

Fill out the nomination form online at trla.info/elder-caregiver-appreciation-nomination-form.

Garrett Davis - GDavis Productions
 

Featuring Guest Speaker Garrett Davis

Garrett Davis, founder of Gdavis Productions, is impacting the way we learn, feel, think and live our best lives through the performing arts and film. Garrett Davis educates and advocates through laughter with audiences across the nation. His productions bring real life situations to the stage, bringing light to issues of concern for our senior community. Gdavis Productions has established relationships with the National Alzheimer’s Association, US Against Alzheimer’s, Wake Forest Baptist Medical Center, The Maya Angelou Center on Health Equity, The American Diabetes Association, the Prostate Health Education Network and AARP. These unique partnerships have facilitated raising awareness about various diseases and care giving through award winning projects and theatrical productions.

Many thanks to this year’s Main Event Sponsor, HealthTeam Advantage
and to the guest speaker sponsor, AARP NC.

HealthTeam Advantage - Logo with Tagline
AARP - Logo

 

www.TRLA.info
https://www.facebook.com/TriadRetirementLivingAssociation

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January 22nd, 2021|Travel|

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We know that staying actively engaged in work, play, and social activities is very important to our mental and physical health and even to our ability to remember and problem solve. Create your own connections and commit to new learning and adventures for staying engaged during the pandemic. [...]

January 20th, 2021|Wellness|

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