A free seminar for retirees and near-retirees
In Arizona, you can see the storm rolling in from miles away. The crises of aging give the same warning — if you know what to look for. Spend 90 minutes with us and leave with a plan.
Thursday, September 24 • 10:00 AM • Tempe Public Library
Most families don't plan for the cost and logistics of aging — they react to them, usually in a hospital hallway, at crisis prices. In the Valley, quality care can run $4,000 to $9,000 a month, and the most common assumption — "Medicare will pay for it" — is wrong.
This seminar is for people who are healthy and independent right now, and want to stay in charge: of their home, their money, and their decisions. Planning while you're well isn't pessimism. It's how you keep control.
BSN, CPRS, CDP — Options for Senior Living
A nurse by training and founder of Options for Senior Living, Scott has spent more than twenty years helping Valley families age in place safely and successfully.
ChFC — Arrive Financial & Insurance Services
Josh helps individuals and families create clarity, protection, and a plan for the future — from retirement income and tax planning to long-term care and estate strategies.
Every guest receives the Financial Stress Test scorecard — 25 yes-or-no questions across five areas of financial fitness. You'll fill it in during the seminar and walk out knowing your strongest area, your weakest one, and the first three things to fix. Bring your spouse; we'll have a scorecard for each of you.