Susan Heymann and Lorri Bernstein – Senior Living Specialists
Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.
In this episode, Shari talks with Susan and Lorri about their journey to co-founding Senior Living Specialists Chicago, a premier local and free Senior Community Referral Service. Susan and Lorri explain the different types of senior communities, from independent living to nursing homes. They discuss who benefits from their services, their process to finding the perfect community and how finances impact their clients’ decisions. They share some success stories – and how they maximize their return on life.
Shari Greco Reiches
Shari Greco Reiches is Regional Director and Partner at EP Wealth Advisors. In 2005, Shari co-founded Rappaport Reiches Capital Management. She is the architect of the firm's Investing In Your Values solution, which aligns clients' financial planning with their core values. She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most and enjoys mentoring women in the wealth management profession. Please connect with Shari. She loves to talk about investing, financial planning, and Barry Manilow.