Planning for the future is about more than numbers — it’s about people, values and the stories we leave behind. New to our Lakeside Online experience, this four-part virtual series brings together the expertise of Lakesiders to encourage thoughtful conversations around financial planning, generosity and legacy giving.
A community member leads each session, drawing on lived experience and professional insight. Whether you’re beginning your planning journey or refining your approach, these conversations offer practical insight and inspiration for every stage of life.
January 14 @ 12 p.m. | Greg Bricker, Bricker Financial Planning
Greg Bricker is a Lakesider and a member of The Lakeside Association Board of Directors. He is a Certified Public Accountant, Certified Financial Planner®, Accredited Investment Fiduciary®, Personal Financial Specialist, and a graduate of Youngstown State University. Register now!
January 21 @ 12 p.m. | Skip Skolnik & Libby Skolnik Budweg, Skolnik Retirement Solutions
Lakesider Skip Skolnik is the founder and Senior Planner of Skolnik Retirement Solutions. He partners with his daughter, Libby Skolnik Budweg, Financial Advisor and COO. Skip began his career in senior services as a marketing professional in Lorain County. After working with many firms serving the unique needs of our aging population, he dedicated his work to helping seniors confidently transition into their golden years. Register now!
February 4 @ 6:30 p.m. | Paul & Gabe Seling
Paul Seling, Lakeside Chautauqua Foundation Board Member and former fundraiser for the College of Wooster, will lead a session with his son, Gabe, focused on teaching the next generation the importance of generosity and giving back to their community. Paul and Gabe recently shared how generosity advances the Lakeside mission in this video: Lakeside’s Wave of Generosity. Register now!
February 25 @ 12 p.m. | Don Longwell, Longwell Legal
Don Longwell is a Lakesider and member of The Lakeside Chautauqua Foundation Board of Directors, serving as Investment Committee Chair. He began his legal career as a tax consultant at Price Waterhouse, specializing in individual, corporate, partnership, estate and international taxation, where he also earned his CPA certification. Don later transitioned into Estate and Trust Planning, inspired by his personal experience helping his family with asset protection and Medicare planning. Register now!
