Upcoming Speaking Engagements:

Independence Blue Cross

  • What is Interdependence? Why we need to Plan for It – October 30, 2024

Previous Speaking Engagements:

BUSINESSES –

Independence Blue Cross

  • How to Start the Conversation with Aging Parents 
  • Simplify your Life – A Strategy for handling mail, bills, and paperwork 
  • Should I Stay or Should I Go – making the decision to age in place or move   
  • Aging in Place, Aging Alone – Strategies for simplifying the process
  • De-cluttering and Dementia 

Beacon Bridge Wealth Partners

  • Life Managers & Associates and Christine McGovern from Options for Senior America discussed “How Aging Impacts Relationships & Finances” 

Philadelphia Bar Association Continuing Legal Education – June 2023 Probate & Trust Law Section Quarterly Meeting and The Bench-Bar and 2022 Annual Conference

  • Health Care Decision-Making: Addressing Life and Death from Legal and Practical Perspectives 
  • Advanced Health Care Decision Making: Discussing Life and Death with Your Clients – Legal and Practical Perspectives  

BLBB Advisors – presented by Bode Hennegan & John Lawton

  • How to Start the Financial Conversation with Aging Parents 
  • The Hidden Costs of Clutter

  • The Hidden Costs of Clutter


ASSOCIATIONS – 

Financial Planning Association

  • Aging in Place, Aging Alone: Strategies for Mitigating financial and safety risks 

Women in Insurance and Financial Services – Philadelphia Tri-County Chapter

  • Creating a Plan for Aging:  How Advisors Can Support Their Clients

Keystone Hospice – presented by Bode Hennegan and Christine Pugh

  • Care for the Caregiver -Practical Advice and Emotional Support for those Caring for a Loved One

RETIREMENT COMMUNITIES –

Rydal Park & Waters

  • What is Interdependence? Why we need to Plan for It, The Hidden Costs of Clutter, and  Simplify your Life – A Strategy for handling mail, bills, and paperwork

Fountain View at Logan Square

  • Senior Health & Wellness Fair

Normandy Farms Estates

  • The Hidden Costs of Clutter 

Masonic Village at Lafayette Hill

  • Simplify your Life and Independence & Support: Helping Older Adults Find Balance

The Pinnacle at Plymouth Meeting

  • The Hidden Costs of Clutter 

Gwynedd Estates

  • Simplify your Life – A Strategy for Handling Mail, Bills & Paperwork

COMMUNITY ORGANIZATIONS – 

East Falls Village

  • Simplify your life to age in place and Should I Stay or Should I Go?

Center on the Hill

  • De-cluttering and Dementia, Simplify you Life to Age in Place, and Aging in Place Planning

Penn’s Village

  • Simplify your Life to Age in Place, Adapting Your Home as Your Needs Change and Panel Discussion: Downsizing? Preparing for a Move? Getting Ready for Next Stage of Life?

North West Village Network

  • Simplify your Life to Age in Place

Schoolhouse Center

  • The Hidden Costs of Clutter


EDUCATIONAL ORGANIZATIONS – 

Temple University 

  • Getting Ready to Age in Place
  • Get Organized to Age in Place
  • Role Reversal – Preparing to Support your Parents as they Age
  • Get Organized to Age in Place
  • De-Cluttering and Organizing to Age in Place