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Upcoming Events


October 16 & 17, 2019

San Diego Planned Partnership

Long Term Care and Estate Planning Workshops


October 17, 2019

Facebook Live Show at 10am


October 19, 2019

Walk4ALZ 2019

Walk to support the 84,000+ San Diegans living with Alzheimer’s or another dementia


Our Past Presentations Include:

  • Rancho Santa Fe Senior Community “Senior Living Options”
  • Scripps Ranch Civic Association: 50Plus “Rethink Home: Benefits to Rightsizing Your Home and Family”
  • PFAC Conference “Stuff: What is it good for? Absolutely Something!”
  • UCSD Retirement Association “Real Estate Options for Seniors”
  • SDSU Osher Lifelong Learning Institute “Rethink Home: Benefits to Rightsizing Your Home and Family”
  • San Diego Planning Partnership “Rethink Home”
  • PFAC Conference “Aging in Place Tips and Strategies”
  • Life Worth Living Women’s Network “Rethink Home”
  • Carlsbad Senior Center “Successful Aging in Place: Simplify the Process of Downsizing”
  • North County Village “The Field of Life”
  • Estate Planning Council of San Diego “Teamwork Makes the Dream Work”
  • UCSD Retirement Association “Rethink Home: Senior Real Estate Options”
  • PFAC Conference “Just Move Out, Please: How to Regain Possession of Real Property” with Charles Scott & Lori Bolander of Kimball, Tirey & St. John LLP