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Medicaid Demystified

With Lynn Socci, COTA/L, CMP™

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Lynn Socci, COTA/L, CMP™, founder of Medi-Asset Protect, discusses the ins and outs of Medicaid, the single largest source of long-term care payments in the U.S.

Grandparenting and the Law

With Probate Judge Lisa Neilson

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Probate Judge Lisa Neilson discusses grandparent rights, the grey divorce, custody disputes, sensitive issues that arise, and the new normal in litigation. She also offers advice on family...
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Retirement Planning from a Place of Sufficiency
Laurie Blume
/ Categories: Financial, Advance Planning

Retirement Planning from a Place of Sufficiency

Scarcity vs. Sufficiency in Retirement Planning - Upending the Money Management Model

Ben Combs and his co-founder Mary Jo Saavedra, are launching The Advisory Cooperative, a virtual and brick-and-morter financial planning, resource, and community base for seniors, based in Portland Oregon.  Their mission is to provide a resource hub for seniors to discuss important and timely topics, meet with professionals, and enjoy time spent with each other.  This is the first-of-it's-kind cooperative in the nation, with the intent on upending and rethinking the way seniors think of continuous life planning. 


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