FREE Event: Presenting local experts to help you take the guesswork out of your Golden Years!

DATE: April 24th
TIME: 1:00PM
LOCATION: Encore Senior Center | 312 Alumni Ave; Harleysville, PA 19438


  • Can I cancel my insurance when I downsize from my “family home”? What do I do with all the stuff in my home that I can’t keep?
  • How can I protect, organize, and transfer my wealth? What are my options when it comes to senior healthcare?
  • How do I decide when it is time to downsize or sell my home? What type of tax consequences do I need to understand?
  • How can I ensure that my family trust or inheritance is set up properly?
  • What do I need to know about reverse mortgages?



Shelby is a passionate and dedicated Realtor that takes extreme enjoyment in her work. She gets to help others in what is possibly the most important as well as largest financial decision they may make in their life. Selling, buying or investing in real estate can be a confusing time with possible angst – but it doesn’t have to be! Shelby takes pride in the fact that she works hard to be an advocate for her clients so that everyone she works with in a real estate transaction knows that her goal is to assist all parties get to a win/win situation.


Tom McKee values personal relationships based on trust and a deep understanding of your unique financial needs. Born and raised in the Philadelphia area, he has called Lansdale home since 2010, alongside his wife, Crystal, and their children. They’ve developed strong roots here, and are active in the community. As a family, they enjoy cooking, watching football, skiing or snowboarding, and spending time together. He understands that family means everything, and is committed to helping you build your financial future, just like he wants to do for his family.


Bob joined his family’s insurance business in 1986 and leads Smyrl Insurance today as a high-integrity agency known for providing knowledgeable, personalized service. As a Certified Insurance Counselor (CIC), he is committed to educating clients so that they can make informed and proactive decisions about their insurance coverage. Clients appreciate that Bob will take time to learn about their circumstances, ask questions to get the full picture, and give a thorough explanation of each option. He focuses on making sure clients have the right coverage so they aren’t faced with disappointing surprises. He considers it a privilege to be the trusted insurance agent for the next generation of many client families. Bob and his wife live in Hatfield, where they are active in several local community and youth organizations, especially those in which their three sons participated as kids.


Darla Pompilio is a Senior Move Manager, Professional Organizer and founder of Your Tasks – Our Time, LLC located in Pennsylvania and New Jersey. She has been providing senior moves, relocation and organizing services for over 15 years. She is keenly aware of the challenges of downsizing and relocating a lifetime of memories. Darla has made it her mission to minimize these difficulties by guiding clients and their families through this daunting process with ease and grace.


Jeremy Mittman has over 30 years of helping families and businesses achieve their goals of protecting and transitioning their wealth in PA. He grew up in Montgomery County with his five siblings. Jeremy attended Wissahickon high School where he was a member of the National Honor Society as well as a varsity wrestler. He went on to continue both his education and interest in sports at Brown University. Jeremy graduated with a BA in Economics and a varsity letter in wrestling. After graduation, Jeremy went on to pursue his career by attending Villanova Law School. He has been practicing law since 1993.


Susan Sloan has been working in health insurance and Medicare for over 30 years. Her background includes working for both a major health insurer and working in hospital billing before going into health insurance sales close to 20 years ago. Service is what matters most to her. It is easy to sell a health plan, whether it is for Medicare or group or individual insurance. What separates the salesperson from the health insurance advocate and broker is the service you receive afterwards. Susan is here any time you have questions or concerns about your coverage and will be there with you when a claim or billing issue occurs so that you don’t have to go it alone.

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Colette is an experienced Senior Executive Accountant with a demonstrated history of working in the accounting industry. Skilled in Tax Preparation and Planning as well as Management Accounting. Strong accounting professional with a Master of Science focused in Personal Financial Planning and Counseling from The University of Alabama as well as Bachelors of Science in Business with a focus in Finance. She is a Certified Management Accountant, Certified QuickBooks ProAdvisor and a member of the National Association of Enrolled Agents (NAEA), and the Institute of Management Accountants (IMA).


Mike Thompson is a top-producing mortgage professional, focused on meeting the individual needs of every customer. He is highly skilled at solving every family’s unique mortgage needs. Mike and his business partner collectively have over 30 years of experience serving clients throughout Pennsylvania, New Jersey, and Delaware. His mission is to create an experience of excellence with each transaction, earning the opportunity for repeat and referral business. Mike is proud to have helped second and even third generations of families achieve the American dream of home ownership.