About Us

Lisa with white background

From the Desk of …

Lisa Ann Maini, Founder



Welcome to the Life Planning Exchange!

My father once told me that, “It takes a strong person to grow old.”  I have come to find out that this adage is as true for seniors, as it is for  younger people that care for them.  People are living much longer than the average life expectancy of 78 years and although this is comforting, it can also be very stressful.  In addition to the physical and psychological challenges of aging, maneuvering through the maze of financial, medical, insurance and long-term care options can be just as challenging for Baby Boomers, Gen X, Gen Y, as Seniors.


Regardless of your present age, it is highly likely that one day you will require financial, medical or long-term care assistance to live the second half of your life in comfort.  As you go through life you, or someone you know, may also require assistance with social changes.  For example, going back to school, dating, starting a family or launching a new career is a lot different in your 40s, 50s and 60s than it is in your 20s and 30s.   Basically, everyone’s life is unique, and so too are the ways in which we choose to deal with the changes that come our way.  Further, the more information we have, the more options we have to choose from and the better decisions we can make to plan for life changes in later years.


Why the Life Planning Exchange?

Hello, my name is Lisa Ann Maini and if you are interested in learning how you can solve the puzzle of aging for yourself or a loved one, you have come to the right place.  I founded the Life Planning Exchange (LPX) based on the premise that the more information we have about healthy aging, the more likely we will be able to make the best decisions for our lives and our loved ones.  As the primary caregiver for my parents, I was frustrated by the lack of information and support I had to assist them with their life changes.  This in turn led me to assess my own circumstances.  For example, I work out, but what can I do to keep my brain healthy?  What type of long-term care insurance will I need and when should I get it?   The more I discussed these concerns with friends and colleagues, the more I got the head nod.  Almost everyone I knew was working their way through the puzzle of aging in one way or another and we all shared a frustration with not having enough information or support to make the best decisions.


The point is that there are literally billions of people who are trying to solve the aging puzzle, usually by them self and with little or no support.  The good news is, the more information we learn and share, the better prepared we will be to care for ourselves and our loved ones as we face the inevitable.  The Life Planning Exchange (LPX) seeks to help you solve the puzzle of aging and transition successfully through life changing events by sharing knowledge, experiences and inspiration with industry professionals and peers in a casual, friendly atmosphere.


I hope that you will join us.


Best regards,



Are you a Senior, Baby Boomer, Gen X or Gen Y? 

These labels describe different generations based on their year of birth and various socio-cultural characteristics.

•    Traditionalists (a.k.a. Seniors): Born before 1946

•    Baby Boomers: Born 1946 – 1964

•    Generation X (a.k.a. Gen X): Born 1965 – 1980

•    Generation Y (a.k.a. Gen Y, Millennials): Born 1981 – 2000


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