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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.


Hagan Real Estate
Gary Hagan

As a Seniors Real Estate Specialist, Hagan Real Estate has the resources to help you understand your options.

Speaking Topics:
Is Downsizing Right for You?



Everything But The House
Jason Peters

Jason is the Director of Business Development with EBTH, an online estate and consignment sale marketplace.

Speaking Topics:
Downsizing and Consignment



Junk King
Jack Brendamour

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



Moving Matters, LLC
Jennifer Alford & Brendon Akey

Moving Matters’ mother-and-son team of moving coordinators specializes in the service of moving and assisting seniors into retirement communities.

Speaking Topics:
Tips for a Successful Move
Paring Down and Organizing

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.


Mobility Works
David P. Schutte

MobilityWorks is a national chain of wheelchair accessible van providers.

Speaking Topics:
How to Make Your World Accessible
Wheelchair Importance For Travel
5 Hi-Tech Gadgets For More Accessibility


The Key of West Chester
Ali Puckett

Client Experience Manager with over 18 years of experience.

Speaking Topics:
Therapeutic Fibbing
Making Difficult Decisions
Shopping for Senior Living


Anthology of Blue Ash
Angela Cotteral

Anthology of Blue Ash is a welcoming and vibrant senior lifestyle community located inside of Summit Park.

Speaking Topics:
Downsizing Responsibly
Decluttering and Recycling



ProMedica Hospice
Shelby Duncan

Helping Older Adults and their caregivers as a Hospice Account Liason.

Speaking Topics:
Hospice
Community Resources & Volunteerism
Navigating the Healthcare System
Caregiver Support in the Community and Tips for Self Care


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
Nikki Tritsch

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
Oliva K. Smith

Medicaid Planning and nursing home care qualification.

Speaking Topics:
Medicaid
Wills, Trusts & Probate
Elder Divorce



R3 Marketing
David Peterson

R3 Marketing 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