Our goal is to help our clients and their families thrive professionally and personally.
These events provide timely education on topics to build financial confidence & empower you with tools
to stay engaged and plan for your future.
Register for our upcoming events below and connect with us on your favorite social sites.
Upcoming Events
Part One: Tough Talks-
Navigating Difficult Conversations With Family
thursday, september 14th, 2023
11:30aM EST
Event Type:
Education
Topic:
Discussing difficult topics, like finances and healthcare, with aging parents and siblings can be scary, challenging & confrontational.
Don't wait for conflict or a big decision to practice communication skills with your family. Hear from our family communication expert, Fern Pessin, on how to start and navigate difficult conversations.
Learn strategies to encourage good communication, what it takes to get the whole family involved & keep moving forward together.
ADVANCED RESERVATION IS REQUIRED.
All participants will receive a complimentary digital copy of “I’ll Be Right There”.Who:
Clients + Friends & Family
Part Two: You've Had the Tough Talk-Let's Get Organized
THURSDAY, January 11TH, 2024
11:30AM EST
EVENT TYPE:
Education
TOPIC:
Ok! You've had the talk and the "team" is on-board. Now what?
This second event in our series with author, Fern Pessin will focus on getting the house "in order". Learn what information, legal documents and contacts you will need to have to start executing on a plan of care.
ADVANCED RESERVATION IS REQUIRED.
All participants will receive a complimentary digital copy of “I’ll Be Right There”.WHO:
Clients + Friends & Family
EVENT TYPE:
Education
TOPIC:
Getting the help you/they need!
The third event in our series with author, Fern Pessin will focus on how to assess what, if any, care solutions are needed, making the call as a team and how to research options in your geographic area.
Advanced reservation is required.
All participants will receive a complimentary digital copy of “I’ll Be Right There”.WHO:
Clients + Friends & Family