Preventing Burnout and Financial Stress When Caring for Elderly Family Members Seminar

Join us for a special presentation with our partners at Willow, where we’ll provide insights for those currently in the caregiver role or who will be in the near future.

Megan Scipione, CFA is a financial wellness coach serving clients across the U.S. She teaches professional women how to optimize their financial lives to build wealth and reduce stress. She is a true believer in planning ahead, optimism, and intentionality.

Her professional background includes 20+ years of experience in the financial services industry, focused specifically on improving retirement outcomes. Megan is proud to be celebrating her 20th year as a working mom. Megan is a graduate of Tulane University and lives with her husband and two daughters in suburban Boston.

The Questions Everyone Is Asking…

Why is this phase of caring for aging parents so hard, and what can I do about it?

Caring for aging relatives is emotional and exhausting. During our Lunch & Learn, we will discuss the best ways to navigate caring for and managing finances for aging relatives, including:

• Identifying when a person’s financial decision-making abilities begin to decline, how will you know that a change in responsibilities is necessary?
• What are the important “talks”? When should they take place?
• Addressing the emotional needs of everyone involved.
• Factors to consider when selecting housing for a loved one.

Join us for this FREE virtual lunch and learn

Thursday, October 19, 2023 | 12 – 1:00 p.m.

This event is free, however, registration is required.

Register here