Embracing Aging Parents: Strategies for Adult Children
Juggling Busy Lives
In conjunction with Springboard Life Transitions Symposium
& Resource Fair
November 14, 1:30 -2:30 PM
Crossroads Art Center • 2016 Staples Mill Rd. - Richmond
Click here for PDF
with more information.
- Financial considerations for helping an aging parent
- Opening lines of communication for emotionally-charged
issues
- User-friendly tools and resources to help during
this transition
- Making it easier on your executor: Steps to take
now, Key documents to have
- What you may not know can hurt your heirs
- Knowing your options for Estate Management
- Getting help with caring for aging parents
- Helping parents when a move is desired or necessary
- Dealing with family belongings that are no longer
wanted
Speakers
Barbara Dickinson, VP, CTFA- Trust Administrator,
First Market Financial Guidance Group
- 35 years of experience in investments, banking, lending,
trust administration
- Certified Trust Financial Advisor in the Trust Division
of First Market Bank
- Chair of the Hanover Juvenile Center Advisory Board
- Vice-Chair of Feed More, Inc., (Central Virginia
Foodbank and Meals on Wheels)
Cathy Carlock, V.P., Financial Advisor, The Main Street
Group
- Specializes in helping people during challenging
economic and personal transition times, as people are seeking advisors and firms
with wisdom and integrity.
- With her background in social work, Cathy understands
and identifies the feelings and goals surrounding the subject of money, and
customizing plans and solutions for each client.
Susan Campbell, President, More Than Moving for Seniors
- Since 1998, Susan has simplified the overwhelming
task of moving from a family home
- A Certified Relocation and Transition Specialist and
a Certified Senior Move Manager
- President of the National Association of Senior Move
Managers, 2008.
- She and her staff of 13 provide support and guidance
to make moving easier.
Resource Fair Free and Open to Community, 1-4 pm •
Workshops: limited to 30
$15 Fee includes materials • Drawing
for a Life.doc organizer!
Refreshments Courtesy of HOCOA – VA: visit
their website here!
Sponsored by First Market Bank Financial Guidance Group
Another
workshop is available at 3PM - Click here for more information.