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Upcoming Events

Healthcare Decisions Seminar

National Healthcare Decisions Day
Tuesday April 16th, 10am – 11:30am
Presented by Nancy Macke of Compassionate Transitions
Hosted by Olivia K. Smith @ CMRS, 123 Boggs Lane, Cincinnati, OH 45246
FREE! Click here to view the event flyer!

Whether you have your healthcare decisions all planned out or haven’t even thought about the process, join Nancy Macke of Compassionate Transitions, Olivia K. Smith, and other community professionals to kick off conversations about Advanced Care Directives.

Nancy will present the Five Wishes advanced care planning program to help you “put pen to paper so your loved ones know what matters most.” Light refreshments will be provided as you’ll hear real life stories about planning for yourself and your loved ones.

Whether you’re coming for yourself, your clients, friends or family, you’ll walk away with conversation starters and forms to document your wishes.

RSVP for this FREE event to Dana at 513-610-5785 or

Past Presentations

Empty Nesters: Let's Navigate Change Together

ERA Real Solutions Realty
6310 E Kemper Road Ste 200 Sharonville, OH 45241

Tuesday October 10th, 6:30pm – 8:00pm
Olivia Smith, Colleen Wright, Jenn Fuson, Jessica Eddy, & Max Hennessey
FREE! Click here to register now!

Relocating? Rightsizing? Downsizing? Come meet local experts in Real Estate, Elder Law, Estate Planning, Home Organization, Accounting, Banking & Financing.
Click to Meet The Team!
Casual meet & greet, enjoy appetizers & drinks, and get your questions answered. Craft your ideal roadmap for a fresh start!

Properly Planning to Age: How to Prepare before a Crisis

Osher Lifelong Learning Institute, Cincinnati, OH

Tuesdays, September 19th – October 3rd, 9:30am – 10:45am
Moderator: David Peterson, Olivia K. Smith presents 10/3
Osher Lifelong Learning Institute registration now open!
click here to register for the 3-class series

The aging process can be stressful enough as it is, but it can become extremely difficult when we face a crisis that requires us to make decisions quickly and under duress. This three-week course will help retirees and their children create a plan to properly plan for the aging process and accomplish key services before issues arise.

Before I Die Festival

Friday & Saturday, October 27th & 28th
Registration opens September 1, 2023
Pre-register by emailing
Brought to you by Dodds Memorial
click here for more information!

What do you want to do before you die? Even though humans have a 100% mortality rate, less than 30% of us make any end-of-life plans. What will get adults to discuss and plan for their eventual demise? Put some “fun” in funeral planning to get people to discuss this serious topic.

The second annual Before I Die Festival Ohio will offer upbeat activities to think about, talk about, and do something about our inevitable mortality. Activities include Death Cafe conversations, a lantern cemetery tour, a symposium, movies, panel discussions, and a wide range of speakers.

BusinessWise Radio Show

June 1 & 2, 2023

BusinessWise is hosted by Crystal Faulkner of MCM CPAs and Advisors and Tom Cooney of Wealth Dimensions Group. Every weekday they profile highly successful people, companies, organizations, and relevant issues throughout our region. Airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am and 6:24 pm.

Live streaming on WMKV – (

Estate Planning

Osher Lifelong Learning Institute, Cincinnati, OH

May 23, 2023

Because of many factors, women have a high probability that, during their lives, they might be responsible for managing their own finances. Olivia presented during Tricia Marteney’s Women and Investing series, to help women feel more confident about making financial decisions through education on estate planning and asset protection.

Click here for presentation summary.

Long-Term Care Medicaid Myths

Osher Lifelong Learning Institute, Cincinnati, OH

May 2, 2023

Take a look at how long-term care Medicaid works and some of the myths about Medicaid. Olivia confirms and explains how the process actually works.

Click here for presentation summary.

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