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Each of our members are trusted experts in their respective industry, focused on serving seniors and their families. Our goal is provide the most current and useful resources available to help you and your family navigate decisions ranging from senior living, home care, finance and insurance, healthcare and more.

Please feel free to contact any of our members with a specific question or contact us and we’ll put you in touch with a member of our team to help you identify the right course of action!

 

Downsizing & Relocating

Deciding to downsize and move out of your home is a major decision. Our team of experts will help you navigate the entire process – from selling your home to moving into a new home or senior living community.


Junk King
Jack Brendamour

Junk King is a full service hauling and junk removal business.
 
 
 
 
Speaking Topics:
De-Cluttering Your Home



Sibcy Cline Realtors
Charlie Milazzo

Specializing in helping seniors prepare to sell their home.

Speaking Topics:
Senior Housing 101
 
 
 

Senior Living Options

Deciding to transition your home or move out of your home is a milestone moment. Our team of experts will help you navigate your opportunities – from staying in your home or choosing the right home care solutions or senior living community for your needs.


Silverfern Senior Living
Angela Cotteral

Silverfern is a new Independent Living Community opening soon in Sharonville.

Speaking Topics:
Senior Living 101
 
 
 


Compassionate Transitions
Nancy Macke

Managing life’s difficult transitions

Speaking Topics:
End of Life Planning
Managing Life-Limiting Illness
Navigating Driving Retirement
 
 

Financing & Future Planning

Making sure your retirement years are as prosperous as can be requires proper planning. Our team of experts will help you successfully navigate your golden years including building, maintaining and protecting your assets.


Crew Capital Management
Robert Jung

Robert Jung, CFA, is a Partner & Private Client Advisor focused on financial planning and customized wealth management.

Speaking Topics:
Financial Planning for Retirement



Solutions For Long Term
Karen Rosenthal

Solutions For Long Term provides tailored extended care planning solutions for individuals, business owners and employees

Speaking Topics:
Strategies to Pay for Extended Care
Protecting your Most Important Asset



The Medicare Plan Store
Laurie Stephan

The Medicare Plan Store can help you enroll into the proper plan, and will keep in touch year after year to provide annual reviews.

Speaking Topics:
Medicare Made Clear



Cornetet Meyer Rush and Stapleton
Olivia K. Smith

Medicaid Planning and nursing home care qualification.

Speaking Topics:
Medicaid
Wills, Trusts & Probate
Elder Divorce



Dodds Memorials
Desiree Roose

Speaking Topics:
Importance of End of Life Planning


Tat2 Marketing Group
David Peterson

Tat2 Marketing Group provides analytics-based marketing solutions for small and medium sized business that are relevant to consumers and drive ROI.

Speaking Topics:
Social Media and Seniors