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Live Better Financial professional presenting an educational workshop for adults 55 and older

LIVE BETTER COMMUNITY EDUCATION

Bring Valuable Education to Your Senior Community

Free Expert-Led Presentations for Adults 55+

Our complimentary sessions connect older adults with trusted local experts and practical guidance for navigating aging, housing, care, retirement, and planning ahead.

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✓ 100% EDUCATIONAL • NO SALES

TRUSTED BY COMMUNITIES ACROSS THE U.S.

Community Education That Makes an Impact

Knowledge can make some of life’s biggest decisions feel a little easier.

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Live Better Financial partners with senior centers, community organizations, and trusted local experts to provide complimentary educational workshops designed for older adults and their families.​ 

 

From navigating the decisions that come with aging to preparing financially for a longer life, our programs provide practical information, helpful resources, and the opportunity to ask questions in a welcoming environment.

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Every workshop is 100% educational, with no sales or cost to the community.

Are You Financially Prepared for a Longer Life?​

An Educational Workshop for Adults 55+

Living longer can mean spending 25–30 years in retirement—and planning for expenses many families never anticipate.

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This educational workshop explores the financial impact of longevity, including future care needs, rising healthcare costs, and strategies that can help older adults protect their retirement savings, increase financial flexibility, and prepare with greater confidence.

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WHAT YOUR AUDIENCE WILL LEARN

✓ Why longevity changes traditional retirement planning
✓ How future healthcare and care needs can affect retirement savings
✓ Ways to create greater financial flexibility for unexpected expenses
✓ Questions to consider now when planning for the years ahead​​​​​​

Aging Well: Planning for What's Next 

An Educational Presentation Series for Adults 55+

This informative 3-part series helps older adults navigate important decisions that come with aging—from staying in their home or moving, to financial planning and legal considerations—with greater knowledge and confidence.​

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Session 1: Stay or Move: Exploring Your Options

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Live Better Financial will discuss staying at home, downsizing, or moving, and the financial considerations for each option.

Session 2: Financial Planning for Retirement

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A financial expert will outline the hidden costs of aging and how planning protects assets and prepares for long-term care.

Session 3: Legal Planning for Later Life

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A legal expert will review key documents, common pitfalls, and how to safeguard loved ones.

Why Communities Choose Our Programs​

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  • No cost to your center or your members

  • Trusted educational content, presented by vetted professionals

  • Empowering information on retirement, healthcare, housing, and long-term planning

  • Easy scheduling to fit your calendar

  • Marketing materials provided (promotional flyer, activity guide copy, and social media graphic)

 

We would love to bring this free resource to your audience and help your seniors feel more confident about their future!

For more information or to book a free series or workshop:

Call (888) 225-3336 or email monique@livebetterfinancial.com.

Live Better Financial mortgage and home equity advisory firm logo

HOURS OF OPERATION

Mon-Friday: 9 AM to 5 PM

Sat-Sun: Closed​​

GET IN TOUCH

EXLORE

(888) 225-3336

LOCATION

5170 Golden Foothills Pkwy

El Dorado Hills, CA 95762​​

 

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STATE LICENSING

  • California: DRE Real Estate Corporation/Broker License 01514348

  • Texas: Mortgage Company License 01514348

  • Arizona: Mortgage Broker License MB-1051946

  • Florida: Mortgage Broker License MBR8681

  • Idaho: Mortgage Broker/Lender License MBL-2080780963

  • Michigan: 1st Mortgage Broker License FL0027303

  • Michigan: 2nd Mortgage Broker Registrant SR0027335

  • Oregon: Mortgage Lending License 780963

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