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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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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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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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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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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May 03, 2024
Lifestyle Services Presents: Family Dynamics: Managing Stress, Boundaries and Building Resilience
Lifestyle Services and O’Connor Professional Group uncover the secrets to raising resilient adults.
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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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March 04, 2024
Lifestyle Services: Financial and Emotional Considerations for Families Dealing with Dementia
Join Lifestyle Services and concierge senior care planner Care Right for an insightful webinar discussing the financial and emotional considerations for families who have coped with dementia.
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January 31, 2024
Curated by Colony: 2024 Media Recommendations
We asked our Lifestyle Servicesproviders what their must-have books and podcasts were for 2024 – this curated collection offers something for everyone.
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January 23, 2024
Lifestyle Services Presents: The Art of Aging Gracefully
Lifestyle Services and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey.
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November 07, 2023
Lifestyle Services Webinar Recording – Supporting Aging Loved Ones During Holidays
As the Holiday season approaches, Lifestyle Services and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one.
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November 06, 2023
Unraveling Artificial Intelligence: Evolution, Practical Adoption and Risks
Learn how to identify and adopt AI applications in your daily life, and how to navigate the associated concerns and potential security risks.
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October 13, 2023
2023 Lifestyle Services Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead
Lifestyle Services travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now.
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September 20, 2023
2023 Lifestyle Services Live Well and Thrive Webinar: Once-in-a-Lifetime Travel Experiences
Lifestyle Services spoke to adventure travel provider, Epic Private Journeys, about life-changing travel experiences and adventures you don’t want to miss.
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July 30, 2023
Curated Book Recommendation
To honor the summer reading season, we asked our Lifestyle Services providers what their favorite summer reads are.
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June 21, 2023
Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning
Lifestyle Services welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children.
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May 08, 2023
2023 Lifestyle Services Security Webinar Series: (Session 2) Identity Theft – Protecting your Personal Information
Learn best practices to protect yourself, how to spot an attack, and tools and resources to prevent and navigate fraud issues.
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May 07, 2023
Legacy Series: Threshold Questions For Familes
The goal of this paper is to help you get structured for investment success
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April 24, 2023
2023 Lifestyle Services Security Webinar Series: Cybersecurity – Protect your Devices, Email, Networks and Information in Real Time
Learn best practices to protect your personal technology and learn about tools and resources to prevent cybercrime and internet risk in this webinar.
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March 14, 2023
Legacy Series: Thoughts On Philanthropy
At Focus Partners, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow.
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March 02, 2023
Lifestyle Services Presents: Navigating Mental Health and Well-Being in Families Webinar Recording
Lifestyle Services and wellness provider O’Connor Professional Group discusses current challenges and trends in mental health and provide tools and resources to help navigate and promote health and well-being in your family.
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January 26, 2023
Bucket List Living™ Travel Experiences
Listen to The Colony Group’s Brad Levin, Senior Wealth Advisor and Mimi Lichtenstein, Owner of Truvay Travel as they guide us on this journey.
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January 12, 2023
Bucket List Living: Not for Retirement Only
Retirement is the ultimate destination on the horizon that we are working toward. At the end of the rainbow lies the pot of gold that contains our lifetime treasure of bucket-list experiences.
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