Second Tuesdays Event Series
September 9 @ 2:00 pm
On the second Tuesday of every month, we’re hosting events specially designed to help you live better and be better prepared for your future. Join our expert speakers for insights on topics such as:
• You and Your Money: 7 Things to Know
• Solo Aging: Single But Not Alone
• Social Security and You
• Are You Being Scammed?
• Common Estate Planning Mistakes
Call 1-877-790-5046 today for calendar details and to learn more.
Wondering what senior living might cost? Our quick assessment tool makes it easy to explore your options.
In just a few minutes, you’ll receive personalized recommendations to help you or your loved one take the next step with confidence.
Take the guesswork out of planning — start here: tools.roobrik.com/covenant/florida/seniorliving/start?_vsrefdom=social-social-social-media&CMM=63... ... See MoreSee Less
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August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can:
✅ Protect your loved ones
✅ Preserve your legacy
✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust ... See MoreSee Less
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Assisted Living and In-Home Care may seem similar at first glance — but understanding the key differences can help you make the choice that best supports your needs or those of a loved one.
From daily support to long-term peace of mind, the right fit can make all the difference.
Visit our free resource page to download “The Key Differences: Assisted Living vs. In-Home Care” and explore which path may be right for you: bit.ly/3XEK8FS ... See MoreSee Less
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