About: Terri Hilliard's practice centers on advanced estate and business succession planning, asset protection, special needs trusts, and family protection planning for seniors. She is also a mediator focused on helping families, elders, individuals and businesses.
Terri has given her time for over a decade to the senior and special needs communities, making a big impact on her clients and the community. Her creative solutions helps elders and their families with finding programs and resources so older people can stay in their homes longer and avoid or delay nursing homes or care homes. She helps elders find and keep veterans' benefits of Medi-Cal benefits.
Terri writes a monthly column about estate planning for seniors and special needs folks, called "Terri Talks," for the Moorpark Community Link, a monthly business publication. She has served as a panel moderator and keynote speaker on a wide variety of subjects, including caring for seniors, Medi-Cal, long-term care, deed transfers upon death, divorce and estate planning, senior abuse and scams, purposeful estate planning, the Able Act, transition planning and conservatorships for special needs young adults, estate and financial planning, aging, strategies for health and wealth, planned giving, business succession planning, and politics and the special needs community. Her many years of volunteer work and Board of Director leadership with Senior Concerns of the Conejo has assisted countless seniors, their families and caregivers. As well as Board Leadership of Pause4kids providing scholarships for kids with special needs to enhance their lives and fill the gaps.
Terri is actively involved in the community and gives her time to scores of different organizations including the Moorpark Morning Rotary; Conejo Valley Estate Planning Council; Pause4kids, which supports special needs individuals, and Senior Concerns of the Conejo providing services and respite to elders and their caregivers in her community.
She created and founded the successful Pro Bono Panel of Attorneys program called "Legal Concerns" at Senior Concerns, where Hilliard oversees a panel of volunteer, attorneys and lends her expertise in eldercare, estate planning, mediation, and planned giving.
Specialties: Terri's practice centers on advanced estate and business succession planning, asset protection, special needs trusts, and family protection planning for seniors. She is also a mediator focused on helping families, elders, individuals and businesses. Terri is a Juris doctor in Law and certified Mediator as well as a Veteran's Administration Accredited attorney.
Quote: "You gain strength, courage, and confidence by every experience by in which you really stop to look fear in the face. You are able to say to yourself, 'I lived through this horror. I can take the next thing that comes along.' You must do the thing you think you cannot do." - Eleanor Roosevelt
Connect: Contact Terri at firstname.lastname@example.org or at (805) 201-2552, or visit her website below!
MEMBER SINCE AUGUST 2018
THE VACATION RESOURCE, AFFILIATE OF TRAVEL EDGE 1008676-10
INFO@THEVACATIONRESOURCE.COM | (818) 456-6483
About: Joyce's adventure as a luxury travel advisor began over a decade ago after she sold her successful health insurance underwriting services business. With a passion for travel, she applied and was offered a management position at a local travel agency, bringing her skillset to that industry. She found that she enjoyed helping people plan their vacations so segued into a travel advisor role. Her success is due to her interpersonal skills in understanding her client's wishes, plus her attention to detail when creating seamless worry-free travel plans for them. As part of the Viruoso network, she maintains connections with the best of the best in travel. She continues to travel the world so that she can provide her clients with personal tips and is constantly adding to her knowledge by attending training sessions and attaining destination and supplier certifications. She is active in professional organizations and is on the Board of Directors for the southern California chapter of the Association of Retail Travel Agents.
Specialties: Joyce can book all trips, but specializes in river cruises, small ship ocean and expedition cruises, and luxury land vacations. Destinations she especially enjoys helping clients with are those involving natural beauty such as Tahiti, or wildlife as in Africa, or closer to home, such as Alaska and Costa Rica. Europe is always a mainstay.
Quote: "Travel is the one thing you can spend money on that makes you richer." People have said that they never miss the money, but would miss the experiences. Travel also opens hearts and minds, as Mark Twain said, "Travel is fatal to prejudice, bigotry, and narrow-mindedness."
Connect: Contact Joyce at email@example.com or at (818) 456-6483, or visit her website below!
member since june 2018
RECOVERY COACHING INC. | RECOVERYCOACHINGINC.COM
INFO@RECOVERYCOACHINGINC.COM | (800) 470-2826
About: Lorilei Safran is a Pyschotherapist in the San Fernando Valley that started Recovery Coaching over 20 years ago. Lorilei Safran works closely with each client to make sure they have the best chance at recovery after detox or treatment. Lorilei will help to fit the right coach with each individual client to give them the best transitional experience to their home environment after treatment. Coaches are ideal for executives, entertainers, housewives, students and teenagers who want to have a better chance with the transition back to life after detox and/or treatment. Lorilei helps the client and coach find the schedule that works the best. Recovering Coaching Inc. is here so that you don’t have to navigate the transition alone.
Specialties: Recovery Coach Inc. is a qualified, dedicated, empathetic team of professionals who assist in the process of recovery from alcohol, drugs and other addictions. Coaches have extensive experience in supportive counseling to individuals experiencing life changes such as new mothers and those dealing with separation and divorce.
Quote: “Nothing Changes If Nothing Changes.”
Connect: Contact Laurie at Info@recoverycoachinginc.com or at (800) 470-2826 or visit her website below!