Resources for the Aging Population
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Our seminars, conducted by local industry experts, are designed to address the unique needs of Central, South and Southwest Florida communities, offering tailored advice from and connections to trusted local resources. Covering topics spanning finance, health and wellness, housing, legal matters, technology, leisure, entertainment, and travel, these seminars provide residents with knowledge and guidance, often region specific.
If you are a professional in Central, South or Southwest Florida that would like to collaborate in the KA Speaker Series, or, if you are a property manager, lifestyle director, or someone involved in community engagement in a Central, South or Southwest Florida community, and would like to discuss having the KA Speaker Series put on a seminar customized for you, contact me:
Jason Kotar
jkotar@knowledgeableaging.com
Southwest Florida
Wednesday September 18, 2024
10-11 am ET
Marbella Isles, Naples, FL (open to residents only)
Metabolic health - A nutrition approach to weight loss, blood sugar management, and cardiovascular health
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Thursday September 26, 2024
6-7 pm ET
Island Walk, Naples, FL (open to residents only)
Assess, Adapt, Thrive: The Roadmap to Successful Aging in Place
Presenter: Vinnie Venugopal, Founder, Boomer-News & Naples Total Home Care
Friday September 27, 2024
2-3 pm ET
Bay Forest, Naples, FL (open to residents only)
Assess, Adapt, Thrive: The Roadmap to Successful Aging in Place
Presenter: Vinnie Venugopal, Founder, Boomer-News & Naples Total Home Care
Wednesday October 2, 2024
1-2 pm ET
Esplanade by the Islands, Naples, FL (open to residents only)
Women’s focus - The hormone, bone, and metabolism connection; lifestyle recommendations for optimal well-being
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Wednesday October 9, 2024
12-1 pm ET
Marbella Lakes, Naples, FL (open to residents only)
Secure Your Legacy: Tips, Tricks, & Trusts
Presenter: Christine Brown Murphy, Partner, Estate Planning & Elder Law Attorney, Zacharia Brown, PC
Thursday October 10, 2024
6-7 pm ET
Island Walk, Naples, FL (open to residents only)
Landscape of Senior Care—Costs, Considerations, and Why Advocacy is a Must!
Presenter: Annalee Kruger, Founder of Care Right, Inc
Tuesday October 15, 2024
11:30 am-12:30 pm ET
South Cape Community Center, Cape Coral, FL (to register call 239-242-0806 or email efield@capecoral.gov)
Personal Identifiable Information and Identity Theft Financial Crimes
Presenter: David Perlin, CFE, Private Investigator, Owner of National Risk & Investigative Services, Inc. and Perlin Consulting Group, Inc.
Tuesday October 15, 2024
4-5 pm ET
Diamond Lake, Naples, FL (open to residents only)
Protect Yourself From Scams & Fraud
Presenter: Ronald Tanguay, Vice President, Banking Center Manager, Seacoast Bank
Wednesday October 16, 2024
10-11 am ET
Marbella Isles, Naples, FL (open to residents only)
Assess, Adapt, Thrive: The Roadmap to Successful Aging in Place
Presenter: Vinnie Venugopal, Founder, Boomer-News & Naples Total Home Care
Tuesday October 22, 2024
12-1 pm ET
Babcock National, Punta Gorda FL (open to residents only)
Arthritis and joint health - A nutrition approach, from inflamed to optimal health
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Thursday October 24, 2024
6-7 pm ET
Island Walk, Naples, FL (open to residents only)
Florida’s Unique Estate Planning Laws. What Everyone Needs to Know, But Most Do Not
Presenter: Carl Zacharia, Attorney, Zacharia Brown PC
Friday October 25, 2024
2-3 pm ET
Bay Forest, Naples, FL (open to residents only)
How a Reverse Mortgage Works and Is it Right for You & Retirement Cash and Income Planning – Focus on Fixed Income
Presenters: Jane Wayne, Mortgage Specialist, Landing Mortgage & Brian Copeland, AAMS™, Financial Advisor, Edward Jones Investments
Wednesday November 6, 2024
10-11 am ET
Marbella Isles, Naples, FL (open to residents only)
How a Reverse Mortgage Works and Is it Right for You & Retirement Cash and Income Planning – Focus on Fixed Income
Presenters: Jane Wayne, Mortgage Specialist, Landing Mortgage & Brian Copeland, AAMS™, Financial Advisor, Edward Jones Investments
Wednesday November 6, 2024
1-2 pm ET
Esplanade by the Islands, Naples, FL (open to residents only)
Arthritis and joint health - A nutrition approach, from inflamed to optimal health
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Thursday November 7, 2024
6-7 pm ET
Island Walk, Naples, FL (open to residents only)
Why a Gut Problem is a Whole-Body Problem
Presenter: Deborah C. Leible, Integrative Nutrition Health Coach
Friday November 8, 2024
2-3 pm ET
Bay Forest, Naples, FL (open to residents only)
Estate Planning and Long-Term Care Benefits of Becoming a Florida Resident (Snowbird Seminar)
Presenter: Carl Zacharia, Attorney, Zacharia Brown PC
Monday November 11, 2024
4-5 pm ET
Diamond Lake, Naples, FL (open to residents only)
Is a Professional Trustee/Personal Representative Right for You?
Presenter: Victoria Allen, Owner, Lighthouse Financial Stewards LLC
Tuesday November 12, 2024
11:30 am-12:30 pm ET
South Cape Community Center, Cape Coral, FL (to register call 239-242-0806 or email efield@capecoral.gov)
Secure Your Legacy: Tips, Tricks, & Trusts
Presenter: Ted Wolfendale, Esq., The Law Office of Ted Wolfendale, Esq.
Tuesday November 12, 2024
1-2 pm ET
St. Leo the Great Ladies Guild, Naples, FL (open to members only)
Wills to Trusts: Mastering Estate Planning
Presenters: Victoria Allen, Owner, Lighthouse Financial Stewards LLC & Ehren Frey, Attorney, Zacharia Brown PC
Tuesday November 12, 2024
2-3 pm ET
Bay Forest, Naples, FL (open to members only)
Why a Gut Problem is a Whole-Body Problem
Presenter: Deborah C. Leible, Integrative Nutrition Health Coach
Wednesday November 13, 2024
12-1 pm ET
Babcock National, Punta Gorda FL (open to residents only)
Assess, Adapt, Thrive: The Roadmap to Successful Aging in Place
Presenter: Vinnie Venugopal, Founder, Boomer-News & Naples Total Home Care
Wednesday November 13, 2024
12-1 pm ET
Marbella Lakes, Naples FL (open to residents only)
Dementia—What to expect as my love one's disease progresses
Presenter: Annalee Kruger, Founder of Care Right, Inc
Wednesday December 4, 2024
1-2 pm ET
Esplanade by the Islands, Naples, FL (open to residents only)
Metabolic health - A nutrition approach to weight loss, blood sugar management, and cardiovascular health
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Monday December 9, 2024
12-1 pm ET
Babcock National, Punta Gorda FL (open to residents only)
Bone health - Addressing nutrient status from our 30’s and maintaining it throughout our lifetime
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Tuesday December 10, 2024
11:30 am-12:30 pm ET
South Cape Community Center, Cape Coral, FL (to register call 239-242-0806 or email efield@capecoral.gov)
Arthritis and joint health - A nutrition approach, from inflammed to optimal health
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Wednesday December 11, 2024
10-11 am ET
Marbella Isles, Naples, FL (open to residents only)
Estate Planning and Long-Term Care Benefits of Becoming a Florida Resident (Snowbird Seminar)
Presenter: Carl Zacharia, Attorney, Zacharia Brown PC
Wednesday December 11, 2024
12-1pm ET
Marbella Lakes, Naples, FL (open to residents only)
Metabolic health - A nutrition approach to weight loss, blood sugar management, and cardiovascular health
Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing
Thursday December 12, 2024
6-7 pm ET
Island Walk, Naples, FL (open to residents only)
How a Reverse Mortgage Works and Is it Right for You & Retirement Cash and Income Planning – Focus on Fixed Income
Presenters: Jane Wayne, Mortgage Specialist, Landing Mortgage & Brian Copeland, AAMS™, Financial Advisor, Edward Jones Investments
Friday December 13, 2024
2-3 pm ET
Bay Forest, Naples, FL (open to members only)
Is a Professional Trustee/Personal Representative Right for You?
Presenter: Victoria Allen, Owner, Lighthouse Financial Stewards LLC
Central & South Florida
Tuesday September 10, 2024
12-1 pm ET
Del Webb Sunbridge, St. Cloud, FL (open to residents only)
Florida's Unique Estate Planning Laws. What Everyone Needs To Know, But Most Do Not
Presenter: Shawn R. H. Smith, Esq., Estate Planning, Elder Law & Probate, RTR Law
Saturday September 21, 2024
1-2 pm ET
Paradise Gardens IV, Margate, FL (open to residents only)
Revocable vs Irrevocable Trusts - Understand the Difference
Presenter: Trevor Youshak, Attorney, Snyder & Snyder, P.A.
Thursday September 26, 2024
1-2 pm ET
Hillsboro Cove Condominium Association, Deerfield Beach, FL (open to residents only)
Navigating the Homeowners Insurance Maze: Insights and Strategies for Florida Residents
Presenter: Diana Lee, Owner, Brightway Insurance, The Mavic Agency
Sunday September 29, 2024
10-11 am ET
Temple Beth Torah Sha’aray Tzedek, Tamarac, FL (open to members only)
The Bare Necessities – Protecting Yourselves During Life
Presenter: Trevor Youshak, Attorney, Snyder & Snyder, P.A.
Saturday October 19, 2024
1-2 pm ET
Paradise Gardens IV, Margate, FL (open to residents only)
Arthritis and joint health - A nutrition approach, from inflamed to optimal health
Presenter: Dr. Dominic Aloma, United Care Home Health Services
Saturday November 9, 2024
1-2 pm ET
Paradise Gardens IV, Margate, FL (open to residents only)
Senior Travel – from Solo to Groups, Land and Sea
Presenter: Francine Sweet. Cruise Planners / Sweet Life Travel Tribe
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