Boomeradiance - Your Best Life Is Waiting for You
Free Online Seminar Series
Of a certain age? Don’t miss this seminar, created just for you. We have expert guest speakers lined up to answer your most pressing questions about living your best life, in your later life.
Award-winning author, life coach, and speaker, Larry Jacobson is the preeminent thought leader on how to find deeper meaning in your later years.
This session aired previously. You may watch the full presentation here:
Michelle Morgan is Vice President of Operations at Senior Helpers, an organization designed to help those needing assistance around the house, enabling dignified living in your own home.
OUR DISTINGUISHED GUEST SPEAKERS
About Larry Jacobson
“Retirement is not the end, but rather the opportunity for a new beginning,” says Larry Jacobson, a leading authority on non-fiscal retirement planning. Jacobson uses his successful experience from his own business career, retiring from the corporate world, and from achieving his personal dreams, as a proven model for his coaching. His experience has attracted coaching clients from all walks of life including entrepreneurs, CEO’s, doctors, attorneys, teachers, and public figures.
Jacobson believes retirement is not a time to stop growing, and he coaches clients to discover untapped passions. He then combines these passions with their past knowledge and experience
from their vocation to build a plan of action incorporating both into a retirement of fulfillment and purpose.
Jacobson is a recognized thought leader in the field of non-fiscal retirement planning, which is gaining popularity as a supplement to traditional fiscal planning. His personal coaching and award-winning online video classroom were developed by reverse engineering his clients and his own successful experiences.
Successfully transitioning from CEO to sailor, Jacobson achieved his dream of sailing around the world. After that accomplishment, he transformed himself into a six-time literary award-winning author and motivational speaker. Now Buoy Coaching focuses on coaching programs that rethink and redefine retirement. The groundbreaking program, Sail Into Retirement™, which combines home study and personal coaching feedback, has quickly achieved notoriety as the gold standard in the field.
Larry is CRLC certified, sits on the board of directors for The Life Planning Network, is a Certified Dream Coach, and certified World Class Speaking Coach.
A California native, circumnavigator and adventurer, Jacobson has over 50,000 blue water miles under his keel. His books include the six-time award-winning memoir of his six-year circumnavigation, The Boy Behind the Gate, and his recent Let’s Go! — a children’s version of his journey around the world. He also recently published Navigating Entrepreneurship, in which he shares solutions and practical steps to success. Larry lives in the San Francisco Bay Area and welcomes new friends and inquiries at: www.larryjacobson.com
About Jennifer Hiller
Jennifer has spent the past decade as Managing Director for Gentle Transitions. She has directly assisted 100’s of people during the process of moving. Along with 15+ of her own personal moves, she has real-world experience & understanding of just what it takes to deal with the stress & challenges involved with moving, especially for older adults.
She regularly speaks on the subject of the challenges of moving and Downsizing or ‘Rightsizing’. Her favorite part of what she does is sharing knowledge, tips and shortcuts to help others create a more seamless & stress-free experience.
Gentle Transitions is a nationally recognized pioneer in the delicate art of senior relocation. Their focus is on the often overwhelming and traumatic issues people face when moving. They provide buyers & sellers with know-how & hands on assistance to minimize stress. Agents save time, money and creates moving momentum through the moving process.
Since 1994, Gentle Transitions, comprised of a team of professionally trained and caring individuals, is one of the oldest & largest companies in the Relocation Services industry. They have been featured on CNN fn, in Entrepreneur, Good Housekeeping and Money Magazine, along The Los Angeles Times, The NY Times, and a repeat contributor to articles in The Wall Street Journal.
Gentle Transitions is a founding member of The National Association of Senior Move Managers and was
awarded the prestigious 2017 Margaret Novak Award for their significant contributions to the industry.
760.413.1919 mobile
800.619.3049 office
Jennifer@GentleTransitions.com
www.GentleTransitions.com
About Michelle Morgan
Michelle brings a wealth of knowledge in to Senior Helpers through her various experiences in Home Care. She studied Kinesiology and Gerontology at San Francisco State. She was inspired to work with the elderly by her experience at a young age providing support to her Grandfather who was bed ridden and her Great Aunt who suffered from Schizophrenia and Dementia. She worked for Hospice as well. She has worked for Senior Helpers for 7 plus years. She passes this experience in the form of training and ongoing support for all Senior Helpers staff and holding all to the high standards that Senior Helpers San Francisco and the Peninsula requires for our clients.
About Bruce Stuart, CFP®, CIMA®, CPWA®, ADPA® Financial Advisor, Morgan Stanley
Bruce Stuart, CFP®, CIMA®, CPWA®, CEPATM is a Senior Vice President, Executive Financial Services Director, and Financial Advisor at Morgan Stanley in San Francisco. Bruce has been a financial advisor for twenty-five years. He is a CERTIFIED FINANCIAL PLANNERTM professional and he and his team, The Stuart Group at Morgan Stanley in San Francisco, provide comprehensive wealth planning and investment guidance for high-net-worth and ultra-high-net-worth individuals, couples and families. Bruce is an author of several books including a book on retirement for which he appeared on CNN and CNBC. He is an honors graduate of Cornell University and Albany Law School (non-practicing at Morgan Stanley).
Direct: (415) 693-6000
Email: bruce.stuart@ms.com
About Rumana Jabeen, KW Real Estate Planner, KW Luxury
Relocation
Property Investments
1031 Exchange
Delaware Statutory Trusts
Rumana has been serving devoted clients since 2001. Her career has been on a steady rise since then as clientele become loyal fans. She is always found in the highest rankings of realtors, reaching the top 1% and appearing in media forums such as The Wall Street Journal’s Real Trends: America’s Best Real Estate Agents. She has been named #1 agent for Keller Williams (Northern CA and Hawaii region).
Rumana is particularly known for her negotiation skills, always getting the highest price for sellers, and the best deal for buyers. Rumana always asks her clients what is most important to them. Knowing that, she is determined to get it. To negotiate the best possible outcome for every transaction has been her hallmark.
As a Luxury Specialist, Rumana is especially known to beautifully showcase premiere homes. She focuses her real estate practice in the mid-peninsula, including: San Mateo, Foster City, Burlingame, Hillsborough, Millbrae, Belmont, San Carlos, Redwood City, Redwood Shores, Atherton and Menlo Park. Now at the next stage of her rising career, she is building a phenomenal real estate team committed to helping every single client at the highest possible level.
Background
Rumana is well known as a top 1% agent in the mid-peninsula. How she got there is an amazing story. Raised in Bangladesh, Rumana moved to the United States with a vision of a better life leading the way. She immersed herself in her studies at IUP, earning a master’s degree in Sociology. She then went on to enjoy many extremely rewarding years at a domestic violence agency in Tucson, where she quickly worked her way up from Crisis Counselor to Executive Director. As a Social Worker, Rumana truly enjoyed helping people overcome struggles with domestic violence and homelessness. After moving to the Bay Area, she turned her efforts toward real estate and never looked back, quickly achieving outstanding heights. Helping both buyers and sellers, she continues to build her outstanding career. Rumana doesn’t just have a vision of her clients’ success, she has the drive and negotiation skills to get them there.
Education
Growing up with an understanding of the value and potency of education, Rumana has earned both Bachelors and Master’s degrees.
- Master of Arts in Sociology, Indiana University of Pennsylvania
- Master of Arts in English Literature, Dhaka University
- Bachelor of Arts in English Literature, Dhaka University
Rumana puts her education and experience to work every day for her clientele as a Realtor®.
About Michael Schmitz, Operations Manager
Michael has been helping Rumana operate her business with an upward trajectory since she entered real estate in 2001. He helps her formulate business plans, hire new employees, market clients’ properties and promote her team to the community, as well as playing numerous vital supporting roles. While mostly working behind the scenes, Michael has a real estate license and can often be found hosting open homes. He attends legal and technical training and conferences, bringing important updated information and ideas to the team dynamic.
Michael is from Burlingame, as is his father; they both graduated from Burlingame High School. He has a doctoral degree in Music. He chaired the Department of Music at NDNU for several years and currently is professor emeritus. An example of his exceptional decision making, Michael married Rumana in 1999.
