Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Life Transitions
September 15, 2026
Taking the Complexity out of Healthcare: A Concierge Approach for High-Net-Worth Families
Healthcare is more complex than ever. Learn how a dedicated healthcare advocate can help affluent families navigate insurance, billing, providers, and Medicare.
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Life Transitions
June 16, 2026
Designing Your New Life in Retirement
Discover how to turn retirement into your most meaningful chapter yet.
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Life Transitions
March 13, 2026
Multigenerational Travel: Building Your Family’s Legacy Through Shared Adventure
Learn how to plan a multigenerational trip that strengthens family bonds and supports legacy planning. Discover expert strategies for meaningful travel.
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Life Transitions
October 21, 2025
Proactive Planning for Aging and Longevity: Top 10 Considerations
As lifespans increase, thoughtful planning is more important than ever. In this Focus Partners Wealth Lifestyle Services webinar, Aging Life Care Director Joan Garbow highlights the top 10 considerations for aging well and maintaining a healthy, empowered lifestyle in your elder years.
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Life Transitions
August 25, 2025
Safeguarding Your Identity and Data in the Digital Marketplace
Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.
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Life Transitions
June 23, 2025
Springboard to New Adventures: Travel Trends in 2025
In this Lifestyle Services webinar, Focus Partners Wealth and Springboard Travel share perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
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Life Transitions
April 16, 2025
Achieving College Admissions Success: Shape Your Story
In this Lifestyle Services webinar, Focus Partners Wealth covers today’s ever-changing college admissions landscape and learn how to get up to speed on the most recent updates in the entrance process.
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Life Transitions
February 18, 2025
Bridging the Gap to Medicare: Navigating Health Insurance Before Age 65
In this Lifestyle Services webinar, Focus Partners Wealth and Steinlage Insurance will discuss strategies around bridging the health insurance gap.
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Life Transitions
January 13, 2025
Thrive in 2025: Your Blueprint for Health and Wellness
Prioritize your health and wellness in 2025 with our Focus Partners Wealth Lifestyle Services webinar featuring wellness provider Coach Carrie Best, a certified lifestyle nutrition coach with years of experience coaching families, couples, and individuals on making healthy lifestyle changes that last.
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Life Transitions
November 01, 2024
Lifestyle Services Presents: Medicare Simplified – What You Need to Know for 2025
Tune in to hear from Lifestyle Services and Medicare Choice Group for a discussion designed to help you better understand Medicare and prepare for your 2025 enrollment.
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Life Transitions
October 21, 2024
Multi-Generational Getaways: Creating Lasting Memories for Every Age
Lifestyle Services and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories.
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Life Transitions
September 26, 2024
Lifestyle Services Presents: Aging in Place: What You Need to Know Webinar Recording
Lifestyle Services and O’Connor Professional Group hosted an insightful webinar on what you needed to know to successfully age in place.
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Life Transitions
April 12, 2024
Lifestyle Services: Financial Literacy Media Recommendations
In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at Focus Partners.
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