Learn & Attend
Understanding begins
with a conversation.
Warm, practical education for the decisions families rarely get enough time to talk through.
View upcoming eventsEducational seminar
Medicare 101
Medicare is not one decision. It is a series of conversations at the right time.
For people approaching 65, retirees, caregivers, and anyone who wants a clearer view of Medicare—without a plan recommendation from the stage.
- Turning 65 and enrollment timing
- Social Security and employer coverage
- Original Medicare and supplements
- Medicare Advantage
- Prescription drug coverage
- Disability, Medicaid, and dual eligibility
- Annual reviews and changing needs
Educational seminar
Legacy Conversations™
Helping Families Put the Pieces Together… One Conversation at a Time.
More than a presentation about documents: a family-centered conversation about love, healthcare, privacy, beneficiaries, wills, trusts, and the answers someone may need one day.
Visit Penny’s Family Legacy Docs page →
- Healthcare authority and wishes
- Wills, trusts, probate, and privacy
- Powers of attorney and directives
- Beneficiaries, funding, and organization
- Leaving a legacy—not questions
Coming next
A short introduction from Penny
This space is ready for the 10–20 second Legacy Conversations™ video we’ll create from your presentation for this website, Facebook, and Instagram.
Questions deserve privacy
Choose a time for your own conversation.
Seminars are educational. Your answers should be personal.