The LifeTime Learning Series

  • Topics that matter
  • Short, 30-minute sessions
  • Free and open to the public
  • Offered twice/month, on the 1st and 3rd Thursdays

About The LifeTime Learning Series

The team at LifeTime Asset Management is proud to launch a new series of virtual events, The LifeTime Learning Series, offering short webinars on the 1st and 3rd Thursday of each month.

Each session will feature a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community.

Upcoming Sessions:

SEPTEMBER 3rd: Maximizing Employee Benefits During Open Enrollment

1st Thursday in September: September 3rd, 4pm

Speaker: Molly Lukes | Host: Jonathan Shepard

Between all the options for medical plans, plus options for telemedicine, supplemental benefits, disability benefits, life insurance… open enrollment can be overwhelming! Join HR professional Molly Lukes for an overview of these topics and more. After a short presentation, you’ll be able to share the difference between an FSA and an HSA account, define an HRA, and identify an employee assistance plan. Don’t miss this chance to learn answers to the most common open enrollment questions!

Molly LukesMolly Lukes is a certified HR and Coaching professional with PHR and SHRM-CP and CPA certifications. Molly has over 20+ years’ experience in recruiting, on-boarding, professional development, performance management, employee relations, coaching, implementing HR processes and programs across organizations, and acting as a leadership liaison and coach. Molly has experience as a human resources leader for early stage to established companies, with 5 to 300 employees. For each company, she has successfully delivered multi-phase management development programs that implemented risk and needs assessments along with collaborative strategies that resulted in unified and connected employee bases. Molly offers HR Advisory, HR Consulting specializing in small business solutions and customized individual coaching solutions.

SEPTEMBER 17th: Estate Planning Basics

3rd Thursday in September: September 17th, 4pm

Speaker: Chris Morden | Host: Alan King

With an estate plan, you can know that you’ve made it clear how you want your personal and financial affairs to be handled in the future. An effective estate plan will help ensure that your personal wishes will be carried out in the manner you intended, which is why it’s a critical part of your overall financial plan. Join estate planning and probate attorney Chris Morden to learn why you need this crucial plan, strategies for an effective estate plan, and helpful information about wills, trusts, life insurance, and key tax basics. 

Chris MordenChris Morden is an estate planning and probate attorney with offices in Raleigh and Wake Forest, North Carolina. Chris assists clients with estate planning, estate, guardianship, and trust administration, and he can assist on asset protection and various business and law matters. Chris is a Partner at the firm of Monroe, Wallace & Morden. He was named on Super Lawyers Magazine‘s Rising Stars list multiple years in a row, a designation named to no more than 2.5 percent of lawyers in the state. Chris was also listed on Business North Carolina‘s Legal Elite in the Tax/Estate Planning category, a designation chosen by NC State Bar members, who are asked, “Of the Tar Heel lawyers whose work you have observed firsthand, whom would you rate among the current best in these categories?”. During his time as a Law Clerk for the North Carolina Court of Appeals, Chris served the Honorable John M. Tyson and the Honorable Robert N. Hunter, Jr. Chris is a graduate of the Campbell University Normal Adrian Wiggins School of Law. He also has his MBA from Campbell University and a BA in economics from Michigan University. 

*LifeTime Asset Management does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. 

OCTOBER 1st: CCRCs and Aging in Place

1st Thursday in October: October 1st, 4pm

Speaker: Aline Dawson | Host: Lorraine Johnson

What are Continuing Care Retirement Communities (CCRC)? What are the pros and cons of CCRCs, and how much do they cost? This webinar will discuss “aging in place” and retirement communities, exploring the challenges and opportunities that come with aging and the options available for extending independence and promoting quality of life. Join Aline Dawson, instructor at Duke’s lifelong learning institute, to learn more.

Aline Dawson relocated from the San Francisco Bay Area to the Triangle in 2005. During her career she held a variety of IT Management positions for several Fortune 50 companies including IBM, Apple, Xerox and Cisco Systems, Inc. She holds a BA in Business Administration from The University of North Texas. She retired from Cisco Systems, Inc in 2017. Upon retirement Aline became involved in the Osher Lifelong Learning Institute (OLLI) at Duke program. Since Fall 2018 she has taught an OLLI course exploring housing options as we age. The course provides an overview of Aging in Place and Aging in Community and includes a deep dive of Continuing Care Retirement Communities (CCRCs) in the Triangle area.