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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 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 239-574-0806 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

Monday October 21, 2024
4-5 pm 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

Wednesday October 23, 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

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: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing

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
2-3 pm ET
Bay Forest, Naples, FL (open to members only)
Why a Gut Problem is a Whole-Body Problem

Presenter: Julie Hill, RD, LDN, IFMCP, Owner, Integrated Wellbeing

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 October 8, 2024
12-1 pm ET
Del Webb Sunbridge, St. Cloud, FL (open to residents only)
Dementia and the Caregiver

Presenter: Robin Rountree, Alzheimer's & Dementia Resource Center

Saturday October 19, 2024
1-2 pm ET
Paradise Gardens IV, Margate, FL (open to residents only)
10 Ways and Benefits of Senior Travel

Presenter: Francine Sweet. Cruise Planners / Sweet Life Travel Tribe

Sunday October 20, 2024
10-11 am ET
Temple Beth Torah Sha’aray Tzedek, Tamarac, FL (open to members only)
Common Financial Scams to Avoid- Protecting Your Assets and Livelihood

Presenter: Gary Casterline, Financial Advisor and Law Enforcement Professional (OneSouth Florida Wealth Advisors)

Sunday November 10, 2024
10-11 am ET
Temple Beth Torah Sha’aray Tzedek, Tamarac, FL (open to members only)
Revocable vs Irrevocable Trusts - Understand the Difference

Presenter: Trevor Youshak, Attorney, Snyder & Snyder, P.A.

What People Are Saying

We started offering Knowledgeable Aging Speaker Series at my community in April on a monthly basis and the residents couldn’t be happier to participate in these sessions. There’s a wide range of topics available and the speakers are very informative and willing to take questions. As a member of our COA Board I’m happy that we could offer these sessions. Jason Kotar is great to work with for scheduling and pays attention to detail in setting these up. I consider this to be another amenity that we offer for our community!

Thank you for setting up these speaker series with relevant topics. They provide needed information and support for our community residents and I am grateful.

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