800.331.6991

For Professionals

Care Managers Work with Trust & Estate Attorneys

Care Management, For Professionals

Care Managers Work with Trust & Estate Attorneys

Joan Harris2026-03-10T14:17:36-07:00March 10, 2026|Care Management, For Professionals|

How Care Managers and Trust & Estate Attorneys Work Together to Protect Vulnerable Older Adults

The Blue Zone Webinar

Care Management, For Professionals, Joan's Reflections, Media, WholeLife Wellness

The Blue Zone Webinar

Joan Harris2026-03-10T14:30:57-07:00January 28, 2026|Care Management, For Professionals, Joan's Reflections, Media, WholeLife Wellness|

Joan Harris and Tiffany O'Connell, Elder Law, CEO and Founder of O'Connell Law Group discuss The Blue Zone

Estate Planning Council of Cape Cod Presentation

For Professionals, Media

Estate Planning Council of Cape Cod Presentation

Joan Harris2025-12-01T11:28:11-08:00December 1, 2025|For Professionals, Media|

Joan Harris Presents to The Estate Planning Council of Cape Cod

Joan Harris Interviews Estate Planning Attorney

For Professionals, Media, Planning Ahead

Joan Harris Interviews Estate Planning Attorney

Joan Harris2026-03-10T14:32:29-07:00November 28, 2024|For Professionals, Media, Planning Ahead|

Joan Harris Interviews Tiffany O'Connell, Estate Planning Attorney

Joan Harris Interviews Deborah Cartisser, Senior Wealth Advisor

For Professionals, Media, Planning Ahead

Joan Harris Interviews Deborah Cartisser, Senior Wealth Advisor

Joan Harris2026-03-10T14:34:06-07:00August 13, 2024|For Professionals, Media, Planning Ahead|

In this video, Joan interviews Deborah Cartisser, a Senior Wealth Advisor at Twelve Points Wealth Management...