Silver Circle Club

We are a FREE club and advocates for seniors and their families helping them age in place, right size, relocate or transition into assisted living. We have a family of companies to be the complete solutions and want to make sure families know all their resources, options and vetted professionals that have their best interest as the only consideration.

We have a mission to empower through education and offer a series of FREE Lunch and learns helping seniors and their families plan for the future and beyond. We cover various important topics such as: Senior Living Options, I'm a trustee now what, legacy and family feud prevention planning, decluttering and organizing, and even topics addressing health, long term care, insurance, scam awareness and others.

Lastly, we sponsor mixers and events focused on seniors, caregivers and their families to help connect, socialize and bring together individuals to make a community. We do bingo, poker nights, sing along, dances, putting tournaments, and multi-generational events to bridge the gap.

Please sign up to get invites to events and lunch and learns, as well as, have a source for any referrals or resources you need.

Our Monthly Series covers a range of essential topics including:

1. Senior Living Options: Understanding and Planning for your choices.

2. Future Planning and Wealth Preservation: Building, Protecting, and Transferring Wealth

3. Trustee Responsibilities: 21 Things you Need to Know, Probate & Conservatorship

4. Decluttering, Organizing & Moving: Best Practices and Available Resources

5. Legacy & Family Feud Prevention Planning: Dispute Resolution and Capital Gain Tax Strategies
6. The Power Team of 4: Expert Insights from a CPA, Financial Planner, Trust Attorney & Real Estate Planner