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Planning for Senior Life University

Financial



Our Planning for Senior Life University Channel (PSLU) has educational video from our members that explain useful services available to seniors and their families in our services areas of Financial, Health, Housing, Legal, and Lifestyle.

Check back often for the latest videos.

Most Recent:

Why should you review your drug plans every year?


Lisa McFarren-Polgar, Starling Benefits

April 6, 2022

2022


Dealing with Money and Privacy


Leah Nichaman, Everyday Money Management

When to Employ a Financial Planner


Shea Newton, Financial Journey LLC

Favorite Part of being a Financial Advisor

John Bennett, The Eveland Group at Merrill Lynch
January 5, 2022
February 2, 2022
March 2, 2022

2021


What Motivated You To Do What You Do?


John Bennett, The Eveland Group at Merrill Lynch
December 8, 2021

Cash Losing Purchase Power and Longevity Risk


Mark Avallone, Potomac Wealth Advisors

Credentials for Daily Money Managers


Leah Nichaman, Everyday Money Management

What is a Comprehensive Financial Planner?

Shea Newton, Financial Journey LLC
September 8, 2021
October 13, 2021
November 10, 2021

Questions when deciding on a Medicare Plan

Lisa McFarren Polgar, Starling Benefits

What is the right amount of stocks or risk?


Mark Avallone, Potomac Wealth Advisors LLC

Holistic Financial Planning


John Bennett, The Eveland Group at Merrill Lynch
June 2, 2021
July 7, 2021
August 11, 2021

What is a Daily Money Manager?

Leah Nichaman, Everyday Money Management

The ABC's of Medicare

Lisa McFarren Polgar, Starling Benefits

When do you hire a Daily Money Manager?

Leah Nichaman, Everyday Money Management
January 18, 2021
March 8, 2021
April 21, 2021