Please join us for a webinar with Dr. Mary McCall, a gerontologist and coach for individuals, couples and families who are navigating mid- and late-life issues from a values-based approach. She is a certified Values Coach and Advance Care Planning Facilitator. She’ll be sharing her values framework for working with people to clarify and articulate their values, using them to make informed decisions, and communication strategies for sharing those with family members and others. Her goal is to enable you to have those sometimes difficult conversations, and to do so in a way that is clear, healthy, and empowering.
A few weeks ago I attended the retirement party of someone I’ve called a dear friend for over 49 years. Long ago, we were both young financial advisors chasing similar career paths. We even migrated to independent businesses around the same time. His retirement prompted me to reflect with gratitude on all my opportunities and […]