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-> One Day Financial Audit (Comprehensive Guide to evaluating what you have, what you need, and how to grow your resources.)

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Basic Overview – Evaluating Financial Needs of Seniors

How To Grow Your Income 

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-> Activities of Daily Living Assessment Worksheet

-> Instrumental Activities of Daily Living Assessment Worksheet

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Basic Overview – How to Assess Health As It Affects Our Daily Life

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-> Senior Housing Evaluation

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Types of Senior Housing

Planning For The Future

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      No Will (includes funeral planning)

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Power of Attorney – Sample

Will – Sample

Trust – Sample

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How Ager’s Make Decisions

Importance of Family

Why Communication Matters

Best Practices: Tips & Techniques