Legacy Learning Series

LEARN THE TRUTH ABOUT WILLS, TRUST & GUARDIANSHIPS
2026-05-05 10:00 - 11:30 (America/New_York) | Jones, Rich & Barnes, 199 Woodford St, Portland, ME, 04103, United States
Did you know that if you don’t have your own estate plan, the state has one for you? And trust us, you might not like what they have in mind.
• Discover the importance of estate planning
• Demystify the estate planning process
• Maintain control of your decision-making
This educational program is designed to inspire action, dispel myths, and empower you to take control of your destiny. No fluff – no sales pitch.
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LEARN THE TRUTH ABOUT HOW TO PAY FOR SENIOR LIVING
2026-04-07 10:00 - 11:30 | 345 Clarks Pond Parkway, South Portland, ME, 04106, United States
Moving to an assisted living community is sometimes desirable and sometimes necessary. The question most people have is how they will pay for it.
Join us for a discussion related to financing options associated with assisted living costs such as:
· Medicaid and Medicare
· Veteran Aid and Attendance
· Long term Care Insurance
Learn the hard truths about financing assisted living care at our upcoming free 90-minute seminar.
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LEARN THE TRUTH ABOUT 55+ LIVING OPTIONS
2026-03-03 10:00 - 11:30 | 345 Clarks Pond Parkway, South Portland, ME, 04106, United States
Retirement communities and 55+ active adult living options are popping up all around the Portland Maine metro area and in every other city in the country.
But what are they exactly? What do they offer me as a senior? Where do I even begin?
During this 90-minute panel discussion, learn the facts about local senior living options from some of the most knowledgeable and experienced professionals in the senior living industry.
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LEARN THE TRUTH ABOUT YOUR AGING BRAIN
2026-02-03 10:00 - 11:30 | Jones, Rich & Barnes, 199 Woodford St, Portland, ME, 04103, United States
Brain Health Matters—Don’t Wait to Act.
Fear of dementia is real. But so is the power of prevention. Our expert panel will share the latest insights and practical tips to help you take charge of your cognitive health.
Because aging doesn’t mean decline—it means opportunity.
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LEARN THE TRUTH ABOUT LIVING TO BE 100
2026-01-06 10:00 - 11:30 | 345 Clarks Pond Parkway, South Portland, ME, 04106, United States
Living to be 80, 90 or even 100 and beyond is a new reality for which few have planned. Get answers to important questions concerning successful third and fourth age living and lifestyles. Find out what every person over 65 should know about living to be 100. Join us for this seminar focusing on important truths about living to 100 and beyond!

Staying put or moving on… where will I live as I get older?
Living for today and planning for tomorrow…how much is enough?
Health, fitness, and relationships…the importance of social connections.

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LEARN THE TRUTH ABOUT DOWNSIZING & DECLUTTERING
2025-12-09 10:00 - 11:30 | 345 Clarks Pond Parkway, South Portland, ME, 04106, United States
Ready to downsize but don’t know where to begin? Let’s make it easy!

Common Struggles: Emotional attachment, feeling overwhelmed, and lack of time
Budget-Friendly Tips: Sell or donate items, set a storage budget, or try a DIY approach
Easy Strategies: Tackle one room at a time, use the ‘Four-Box’ method, set small goals
Expert Help: Professional organizers, movers, and estate sale experts to guide you

Downsizing doesn’t have to be hard—let’s simplify your space today!
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