Understanding Vulnerability and Financial Exploitation Understanding Vulnerability and Financial Exploitation Peter Lichtenberg, Ph.D. Monday, June 16, 2025 0 Peter Lichtenberg, Ph.D. discusses understanding vulnerability to financial exploitation of older adults. Read more
The Jewish Senior Life Community, Metropolitan Detroit The Jewish Senior Life Community, Metropolitan Detroit Nancy Heinrich, CEO Friday, February 21, 2025 0 Nancy Heinrich, CEO of Jewish Senior Life, Michigan discusses the 100 year old community Read more
Jewish Hospice & Chaplaincy Network Jewish Hospice & Chaplaincy Network Leslie Katz, L.M.S.W. Friday, February 21, 2025 0 Meeting patients needs at their end of life journey Read more
Five Wishes For Your Family As You Are Aging Five Wishes For Your Family As You Are Aging Kari Provizer, LMSW, ACSW, Temple Israel, West Bloomfield, MI Thursday, February 6, 2025 0 Kari Provizer, LMSW, ACSW, discusses 'Five Wishes' for those who are aging, or nearing the end of life. Read more
Monday, June 16, 2025 / Categories: Featured, Financial, Retirement Crucial Financial Strategies As We Retire Rebecca Abel, CFP, CDFA Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel Previous Article Moving Seniors with Planning and Compassion Next Article Mishaps and Negligence in Senior Living Facilities Print Tags: Rebecca Abel Financial Planning As We Retire Smart Senior Retirement Plans Oakpoint Investment Partners