Segment 1 (5:45): We start the show with Steve Elwell- partner and CIO of Level Financial Advisors. First hear why it is so important to have a financial advisor who specializes in retirement. Next hear how an experienced financial advisor can actually save you money– which so many of us don’t think about! Then Steve shares why you need to think about your finances for now and for your future and have someone on your side. To learn more about everything they can do for you please visit HERE!
Segment 2 (21:18): Next we welcome Brian, the director of the Amherst Center for Senior Services. First hear how COVID-19 has changed some of their services, but how they have been able to still feed their seniors who are part of their Dining Services through Meals on Wheels. Next hear how they are still in contact with their Seniors who may be suffering from social isolation via telephone, Facebook Live, and Zoom! Finally, hear what they will be keeping once everything opens back up to serve their Seniors. To learn more visit HERE!
Segment 3 (34:01): Our third guest is Suzanne Defossess-Gillam, owner of Touching Hearts at Home, as we continue our 12 part series with her called “The New Normal for Seniors.” First Suzanne discusses New York’s lockdown and how Erie County’s residents understand who is at risk and how important it is to follow the guidelines. She shares how following the guidelines, even when it is getting better in New York, is very important to protect everyone and keep the cases down. Finally, hear how important it is to protect yourself and those around you. To learn more about their services, how they are protecting their clients and caregivers, and if you’re interested in becoming a caregiver, please visit HERE!
Segment 4 (48:49): We end our show with Brad, Brian, and Alisa from The Stamm Law Firm. First hear how many decades they have been helping people in New York and the cases and services they offer. Next hear how they are seeing clients again and what the clients are coming in for including planning for their future with estate planning, will, etc. Then hear why people are thinking more about protecting and preserving their assets. Finally, they discuss The Stamm Basic Three and if it has been 10 or more years since you have gone over your Power of Attorney, that you need to update it! To learn more please visit HERE!