In the News:

Understanding Living Options as You Age

Tuesday, March 5, 2024 at 6:00 p.m.

Learn about housing and care options for Seniors.

You are invited to join us on a webinar we are hosting on March 5th at 6:00 p.m. to discuss housing and care options for Seniors. The conversation will be led by Jim Monti and Alan Lappas. Jim and Alan are local representatives of Oasis Senior Advisors.

As we age, it becomes increasingly vital to understand the complexities of care and to familiarize ourselves with various living options. Doing so will help us make informed decisions about our future care that best supports our needs, preferences, and overall well-being as we navigate the later stages of life.

Oasis offers a free concierge service that assists our elderly population and their families in finding the right housing solution to meet their needs for today and tomorrow. Jim and Alan will walk through options including independent living, assisted living, memory care, skilled nursing, and home care, along with the benefits, associated costs, and potential ways to pay for these living arrangements.

We have had the pleasure of meeting with both Jim and Alan and believe their services may be of interest to anyone who is starting to think about options for themselves or their loved ones.

This online meeting is scheduled for one hour and will include time for questions.

To join the Zoom meeting, please click on the link below:

Meeting ID: 830 5910 2902

Passcode: 238586



Maximizing Social Security

Please check back for additional classes.

Learn important rules to help maximize Social Security.

For many Americans, Social Security is the single largest asset they have in retirement and greater than 90% of all recipients do not maximize their Social Security benefits. Advanced planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

If you are interested in attending any of the scheduled classes, please call us at 774-602-5196.


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