You’ll learn easy-to-follow strategies to improve stability, strengthen key muscles, and create a safer home environment. We’ll also cover everyday habits that support better balance, from the shoes you wear to how you move through your home.
Participants will leave with:
All with one goal: helping you stay active, independent, and safely on your feet — so you can keep enjoying life on your terms.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
Travel can remain one of life’s greatest joys at any age when approached with the right planning and mindset. This seminar is designed to help seniors travel with greater confidence by addressing safety, health considerations, smart planning, and stress-free logistics. Attendees will learn practical tips for choosing destinations, managing mobility and medical needs, avoiding common travel pitfalls, and making the most of every journey—whether close to home or across the globe.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
With today’s flood of emails, texts, phone calls, and official-looking mail, it has never been harder to tell what’s real and what’s a scam. Criminals are now using artificial intelligence, public records, and highly personalized data to create convincing messages that target homeowners, retirees, and anyone with assets.
This eye-opening seminar will show you how modern scams really work — from fake “bank” alerts and wire-transfer requests to AI-generated voices, emails, and even video messages that impersonate loved ones, attorneys, or financial institutions.
You’ll learn how scammers use property records, online profiles, and transaction data to identify and approach their victims — and how to spot the red flags before money or personal information is lost.
This is one of the most important safety seminars you’ll attend this year — designed to give you clarity, confidence, and real-world protection in an increasingly digital world.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
MAY- NO SEMINAR
In May, I step away from our regular programming to attend the Certified Senior Housing Professional (CSHP) Mastermind — an advanced, invitation-only training where senior-focused real estate professionals from across the country come together to share best practices, new research, and innovative ways to better serve older adults and their families.
This ensures that when I return, I bring you the latest insights, resources, and strategies to keep our seminars fresh, relevant, and truly valuable.
6-Bed Homes, Independent Living & Assisted Living
Choosing the right living environment is one of the most important — and emotional — decisions we make as we age. This educational session is designed to clarify today’s most common senior living options and how they truly work behind the scenes.
We’ll explore:
• Residential 6-bed care homes
• Independent living communities
• Assisted living communities
You’ll learn how these options differ in care levels, costs, lifestyle, staffing, medical oversight, and what really determines when someone is “ready” for each type. We’ll also discuss how families can avoid crisis-driven decisions by understanding what signs to watch for and how to plan ahead with confidence.
This session helps you cut through the confusion, marketing language, and myths so you can make informed, proactive choices for yourself or someone you love.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
CCRCs offer one of the most comprehensive — and misunderstood — senior living models available today. This session takes a deep dive into how these communities work and who they are truly designed for.
We’ll cover:
• What CCRCs are and how they differ from other senior living models
• Entrance fees, monthly costs, and contract types
• How health care is provided as needs change
• Pros, cons, and long-term financial considerations
• Who benefits most — and who may not
Whether you’re curious about life-plan communities, evaluating options for the future, or helping a parent make a decision, this session will give you the clarity needed to evaluate CCRCs with confidence rather than confusion.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
Real estate decisions can have major tax consequences — especially in retirement, when preserving wealth and creating income matters more than ever. This seminar is designed to give you a clear, easy-to-understand overview of how capital gains taxes work and when a 1031 exchange may be used to defer taxes on investment property.
We’ll walk through common real-life scenarios seniors often face, including selling rental property, repositioning assets, or simplifying holdings later in life. You’ll learn the key rules, timelines, and potential advantages — as well as the pitfalls to avoid.
Participants will leave with:
This session is about helping you make thoughtful, informed property decisions that align with your goals for retirement and beyond.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
Many homeowners believe they must renovate, update, and spend a small fortune before they can sell their home. These ideas are fueled by television shows, online ads, and fast-cash buyers that make selling seem either glamorous or desperate — but rarely honest.
This seminar explains what is truly required to sell a home in the Santa Barbara market and what selling “as-is” really means. You’ll learn how buyers evaluate condition, how pricing and presentation work together, and when making improvements helps — and when it simply wastes time and money.
The goal is to replace confusion with clarity, so you can choose the selling path that best fits your needs, your timeline, and your financial goals.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
This informative and gently empowering seminar introduces seniors and their families to the growing role of end-of-life doulas (sometimes called death doulas) and how they support individuals and loved ones during one of life’s most important transitions.
End-of-life doulas provide non-medical emotional, practical, and spiritual support before, during, and after death. They work alongside families, caregivers, and hospice teams to help create a more peaceful, conscious, and meaningful end-of-life experience. Their role is to listen, guide, educate, and advocate—ensuring that a person’s wishes are honored, and their loved ones feel supported every step of the way.
In this seminar, you will learn:
This compassionate, thoughtful presentation offers a safe space to explore an often-avoided topic with clarity, dignity, and heart—so that when the time comes, you and your loved ones feel more prepared, supported, and at peace.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
This informative seminar is designed to help seniors and their families better understand hospice and palliative care and the important role they play in comfort-focused support. Attendees will learn the key differences between hospice and palliative care, when each may be appropriate, and how these services support not only physical comfort but also emotional and spiritual well-being.
The seminar will provide clear, compassionate guidance to help participants make informed decisions and feel more confident discussing care options with loved ones and healthcare providers
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
BY INVITATION ONLY
Our annual Holiday Surprise is not a lecture — it’s an experience.
This special end-of-year gathering is designed to help you gently close one chapter and step into the next with clarity, intention, and connection. While the topic remains a surprise, the purpose is always the same: to give you something that feels meaningful, uplifting, and deeply human during the holiday season.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave, Santa Barbara, 93105
You can register for any of the seminars by calling or texting (805) 709-0934
Apple, Android, Facebook, Zoom—oh my! Keeping up with the latest technology can feel like a never-ending challenge. Whether it’s learning to use a new smartphone, tablet, or computer to stay connected with family, stream your favorite shows, or listen to podcasts, it can often seem like just as you’ve got it figured out, your device is outdated, or your favorite app has been replaced. For some, the temptation to avoid technology altogether is strong—but it doesn’t have to be that way.
Join us for “Technology for Seniors”—an exciting and accessible exploration of the tools that can enrich your daily life. In this engaging event, you’ll:
Whether you’re a tech novice or looking to expand your digital skills, this seminar will empower you to embrace technology and enjoy a more connected, informed, and vibrant lifestyle. Don’t miss this opportunity to step into the digital age with confidence—your gateway to a tech-savvy future awaits!
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Your Keys, Your Independence - The ability to hold your own set of keys symbolizes more than just access—it represents freedom, independence, and a lifetime of cherished journeys. As we embrace the beauty of aging, staying safe and confident behind the wheel becomes essential. Join us for this month’s empowering seminar, where experts will discuss the unique challenges of driving as we age. Together, we’ll explore practical strategies, tools, and resources to help you navigate the road responsibly and maintain your independence for years to come.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Navigating life after the loss of a spouse or significant other can feel overwhelming, especially when faced with the necessary paperwork and processes. "We to Me: What Do I Do Now?" is a compassionate and informative seminar designed to guide you through the essential steps to take after a loss.
In this session, we’ll cover:
With expert guidance and supportive resources, this seminar will provide you with the knowledge and confidence to manage these important tasks while allowing yourself the space to heal. Join us for this invaluable session and gain peace of mind knowing you’re taking the right steps forward.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Moving to an assisted living community can be both a rewarding and necessary decision, but a common concern is how to finance the transition. Join us for “Breaking Down the Costs”, an informative session designed to provide clarity and guidance as you plan for senior living expenses.
In this session, we’ll cover:
Don’t miss this opportunity to gain the knowledge you need to make informed, confident decisions for your future.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
You’ve made the decision to stay in your home—but are you truly prepared for the long term? Have you taken the steps needed to ensure your home and lifestyle are ready for the years ahead? Join us for an engaging and informative 90-minute discussion as we explore the pros and cons of aging in place.
Our experts will share practical strategies, insightful tips, and valuable resources to help you:
Whether you’re planning for yourself or a loved one, this session will equip you with the knowledge to confidently navigate the aging-in-place journey and embrace the future on your own terms.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
In a world where age is often used to define abilities, set limitations, and shape expectations, Stage, Not Age challenges these outdated stereotypes. This empowering concept encourages individuals to see life as a dynamic journey—one defined not by the number of years lived, but by the experiences, growth, and opportunities embraced at every stage.
No matter where you are in life, there is always room to thrive, reinvent, and pursue new goals. Whether you’re embarking on a new career, exploring new passions, or focusing on health and well-being, your stage—not your age—determines what’s possible.
Join us as we celebrate the full spectrum of the human journey and provide the tools, insights, and inspiration to help you live with purpose, vitality, and confidence at every step. Because thriving is not about how old you are—it’s about how fully you choose to live."
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Are you prepared for the next chapter of your relationship with your adult children? As we grow older, relationships evolve—sometimes in ways we don’t expect. Navigating these changes can be challenging, especially when complex family dynamics, blended families, and shifting social norms come into play.
Join us for a poignant and candid conversation about communicating effectively with your adult children as you age.
Learn how to:
This thoughtful discussion will provide tools, insights, and strategies to help you strengthen connections, set healthy boundaries, and navigate this important stage of life with confidence and understanding.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Are you ready to reclaim your space and reduce the stress of “too much stuff”? Whether you’re downsizing for a move, preparing for a new stage of life, or simply seeking a more organized home, this seminar will provide practical tips and strategies to help you let go of the clutter and focus on what matters most.
In this session, you’ll learn:
Join us for this informative and inspiring session and discover how decluttering can make life simpler, more manageable, and even more joyful.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
"Unlock the Secrets to a Longer, Healthier Life"
What if you could add more years to your life and more life to your years? Discover the fascinating lessons of the Blue Zones—regions of the world where people live longer, healthier, and more vibrant lives.
Join us for “Successful Aging: What Can We Learn from the Blue Zones”, an engaging and eye-opening seminar that will explore:
Whether you’re looking to enhance your health, boost your energy, or cultivate a deeper sense of purpose, this session will provide actionable insights to help you thrive at any age.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Alzheimer’s and dementia affect millions of families, bringing unique challenges that can feel difficult to navigate. This seminar, “Understanding Alzheimer’s and Dementia: Knowledge, Compassion, and Support”, is designed to help you face these challenges with confidence, clarity, and care.
What to Expect:
Whether you are a caregiver, family member, or simply seeking to learn more, this seminar will provide valuable insights, resources, and strategies to help you navigate this journey with knowledge, compassion, and support.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
We’re bringing you something special this holiday season—but you’ll have to join us to discover what it is!
“Holiday Surprise” is a one-of-a-kind seminar filled with inspiration, connection, and a few unexpected twists to brighten your season.
Location: Mulligans Cafe in the Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register by calling or texting 805-709-0934
Discover the methods I use to deliver exceptional service to every client. Contact me today to start your home searching journey!
