Workshop series
Learn from the specialists, with your family beside you.
We host. A qualified professional presents. You get real answers, time for questions, and a printable takeaway to use at home. Sessions are held in person around Salt Lake County, with an online option for family members who live out of state.
Our standards
What you can expect at every session.
Vetted presenters
Licensed or certified in their field, with their credentials shared before the event.
Education, not a sales pitch
Presenters agree not to sell at the event or collect attendee information.
Disclosures up front
If a presenter offers paid services, we say so. Our host, Jeff Marchant, is a licensed Realtor with eXp Realty, and we say that too.
Built for all ages
Large-print handouts, accessible venues, and closed captions for online sessions.
2027 series
Workshops in the series.
Dates and venues are being scheduled now. Join the list and we'll let you know first.
Protecting a Parent's Money: Scams, Exploitation & Red Flags
Phone, AI voice, romance, contractor, insurance, and charity scams. How to read a bank statement for warning signs, add a trusted contact, and protect a parent without taking away their independence. Inspired by Jeff's own mother's experience.
Take home: Family Scam Protection Plan and Monthly Money Check
After a Fall: From the Hospital Back Home
Inpatient versus observation status, Medicare rehab coverage, what to ask the discharge planner, preparing the house, and preventing the next fall.
Take home: Hospital Discharge Question List
Choosing Assisted Living in Utah
Type I versus Type II, checking licenses and inspections, real monthly costs, contracts, and how families pay, including Medicaid basics and selling the family home.
Take home: Assisted Living Tour and Contract Checklist
Wills, Trusts & Powers of Attorney in Utah
Which documents every family needs, what happens without them, and how guardianship works when it's too late to sign.
Take home: Important Papers Checklist
Medicare Made Clear
Original Medicare vs. Medicare Advantage, Part D, Medigap, open enrollment, and how to spot billing errors. Unbiased, no plan sales.
Take home: Plan Comparison Worksheet
Memory Changes: What's Normal, What's Not
Normal aging versus warning signs, getting an evaluation, and how to talk with a parent who doesn't see a problem.
Take home: Memory Observation Log
Paying for Long-Term Care
What care costs in Salt Lake County, what Medicare won't cover, Medicaid basics and look-back rules, and veterans benefits.
Take home: Care Budget Worksheet
Aging in Place: A Safer Home
Fall prevention, low-cost modifications, bathroom and stair safety, and in-home care options.
Take home: Room-by-Room Home Safety Checklist
Housing Options: From 55+ to Memory Care
The real differences between 55+ communities, assisted living, memory care, and skilled nursing, what to ask on a tour, and what to do with the family home.
Take home: Community Tour Question Guide
Downsizing Without the Overwhelm
Where to start, how to handle family heirlooms, estate sales and donations, and a realistic timeline for a move.
Take home: 90-Day Downsizing Timeline
Caring for the Caregiver
Sharing the load among siblings, respite options, and protecting your own health and job.
Take home: Family Care Task Planner
The Driving Conversation
Signs it's time for an evaluation, how to raise it respectfully, and building a ride plan before the keys are handed over.
Take home: Ride Plan Template
Stay in the loop
Get workshop dates first.
Choose the topics you care about. We'll only email you about workshops and new free resources, and we never share your information.
We'll email you as soon as dates are set for the topics you picked.
For professionals
Present a workshop.
We're looking for elder law attorneys, SHIP counselors, care managers, occupational therapists, financial planners, senior move managers, and other specialists who serve Salt Lake County seniors. Presenters teach; they don't pitch.
We'll be in touch to talk about topics and dates.