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Money Matters & Careers
Staging Your Home to Sell or for Better Living (HG41006)
with Melissa Schweiter Oeth
Called a marketing strategy “with a dash of psychology,” staging brings out your home’s assets, minimizes flaws and highlights its best features. Consider changes to sell or refresh your home.
Legacy Planning (IM42045)
with Christopher Glover
Learn how to craft your legacy through your philanthropic efforts. Explore how intentional giving can reflect your deepest values, amplify your impact, and shape the story you leave behind. Through guided reflection, real-world examples, and practical planning tools, you’ll define what legacy means to you, identify causes that align with your purpose, and build a personalized philanthropic strategy that turns generosity into lasting change. Christopher Glover,
Estate Planning: Getting Started (IM41054)
with Carol Livingood
Discover why everyone should have a will. Who are fiduciaries and what do they do? Get an overview of estate administration, including state inheritance tax, taxable assets vs. probate assets, and federal estate and gift taxes. Recent changes to the law are explained.
Will run
The Importance of Long-Term Care (IM42052)
with Christopher Glover
Tailored for proactive individuals, you will be empowered to master essential tools to address extended care costs and preserve wealth through informed decision-making. Explore current trends in long-term care (LTC) planning, including traditional and hybrid LTC solutions, annuities with LTC riders, and life insurance with LTC benefits. Gain insight into evolving state tax legislation, caregiver impacts, and how to strategically protect your assets while planning for future care needs. Christopher Glover,
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Powers of Attorney & Advance Medical Directives (IM11056)
with Carol Livingood
Learn about Financial Powers of Attorney, Healthcare Powers of Attorney and Advance Medical Directives/Living Wills. Prepare your own living will in compliance with Pennsylvania law. Also covered: the consequences of not having these documents in place and who should retain them for you after they are signed.
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Life 3.0: Design Your Next Chapter to Flourish in Retiremen (IM12053)
with Lisa Kramer
Don’t Drift Into Your Next Chapter. Design It. Transition from uncertainty to a clear, intentional life design—so this stage feels energizing and meaningful! We explore your ideal lifestyle, including health & well-being, fun & enjoyment, and social relationships.
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Prepare for a Home Renovation (HG22007)
with Gregory Nowell
NEW Learn how to navigate the renovation process with contractors and designers. Know the questions to ask, whether building permits are required, if a designer or architect is needed and how to shop for a contractor.
Will run
Own Your Future: Business & Franchise Basics (IM32064)
with Dan Citrenbaum
More people than ever are looking to take greater control of their future, and business ownership is at the top of the list. Whether you're considering a career shift, looking to supplement your income, or just exploring what's possible, we'll walk through the essentials of launching a business or franchise in today's economy, how to weigh the risks honestly, and what a realistic road to ownership actually looks like. Dan includes his book as part of the tuition package. Dan Citrenbaum,