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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, March 5
Tax Strategies for the Portfolio Life

With Justin Smith, CPA

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

Register

Thursday, April 9
Planning Ahead: Elder Care Realities

With Mimi Santry, Eldercare Consultant

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

Register
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