top of page
Ask the Expert: 
Practical Wisdom for Your Third Half

Each month, Third Half Advisors brings you thoughtful, interactive conversations with trusted experts across the Portfolio Life — health, finance, creativity, and mindset. These are not webinars. They are lively, small-group gatherings designed for reflection, insight, and exchange.

How It Works

When: Thursdays @ 11:00 AM ET 

Format: 45 minutes total (conversation and audience Q&A woven together)

Platform: Zoom (link provided upon registration)

Registration: Sign up per session for topics that resonate

Afterward: Receive a short recap — no recordings, just what matters

Using a Computer

Third Half Expert Series
Thursdays @ 11:00 AM ET

Thursday, January 15
Start It. Finish It. Share It.

With Scott James, Author & Collective Writing Advisor

​

Turning ideas into finished creative work — with or without AI — and reclaiming the satisfaction of completion in the Third Half.

Register

Thursday, March 5
Tax Strategies for the Portfolio Life

With Justin Smith, CPA

​

Managing taxes for portfolio income, philanthropy, and legacy planning.

Register

Thursday, February 5
Navigating Medicare with Confidence

With Maura Carley, Healthcare Navigation LLC​

​

​Making informed Medicare and supplemental-plan choices.

​

Register

Thursday, April 9
Planning Ahead: Elder Care Realities

With Mimi Santry, Eldercare Consultant

​

Preparing for long-term care, caregiving decisions, and family conversations.

Register
bottom of page