Events – Retire in Style

Up Coming Events!

To help you come prepared and bring any creative ideas to the table, I wanted to share the two key items I’d like us to focus on:

Featuring Power Partners on the Website

Where should we highlight our Power Partners (trusted professionals like senior placement specialists, estate planners, etc.)?
What’s the best layout or format to give them visibility while staying aligned with the site’s branding and user experience?
What info or assets will you need from us to build out this section effectively?

Downloadable Consumer Resources with Lead Capture

I’d like to start offering helpful PDFs or guides for download (e.g., “Downsizing Checklist,” “When Mom Can’t Live Alone Anymore,” “Understanding Reverse Mortgages”).
These materials should serve as lead capture tools, so we can collect names/emails and follow up based on their interests.
I’ll have a couple of examples ready to show on the call.
Since many of our users are older adults or adult children of aging parents, should we also consider offering a printed version of these materials?

Let me know if you have any questions beforehand. Looking forward to collaborating and refining these pieces with you both!

Let us empower you and your loved ones to embrace this next exciting chapter with confidence.

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