$24.99

Event Information

Share this event

Date and Time

Location

Location

Quality Hotel & Conference Centre

36035 North Parallel Road

Abbotsford, BC V3G 2C6

Canada

View Map

Friends Who Are Going
Event description

Description

Practical Advice on Caring for Aging Parents

We’re getting older, we’re living longer, and we’re changing what it means to age. We’re also entering new territory. How do we plan for longevity, what does it mean to age well, and how can we - and those we love - live safely, securely, and independently for as long as possible?

At Assante, we believe true retirement readiness is about more than savings and investments. It’s about living - and aging - well. A comprehensive plan needs to address longevity, health care, and end of life - as moments that matter for you, your family, and your finances. We believe your plan is most secure when your aging loved one’s plans are too. That’s why it’s critical to think and talk about the decisions that may be around the corner for you and your family.

You will discover:

  • How the "Sandwich Generation" can excel in spite of relational stresses
  • The four estate planning misconceptions to avoid
  • Proven dementia behaviour management techniques
  • How to avoid double taxation on your parents' "red" retirement accounts

This intensive half-day bootcamp is for you if:

  • You have noticed your parents’ behaviour recently change and aren’t sure what to do next
  • You and your siblings disagree on how best to care for your aging parents
  • You are concerned about your parents’ ability to manage their finances independently
  • Your loved ones are contemplating a move to a health-assisted living community
  • You are looking to initiate a family meeting to discuss your parents’ estate plans
  • You are looking for a better understanding of caring for parents’ facing mental health challenges
  • You are beginning to talk with your loved ones about their plans and wishes for end of life.

The Expert Panel

Doug Towill, BCom, MBA

Senior Vice President, Strategic Business Development
CI Investments

Dr. Dave Currie, PhD

Marriage & Family Counselor
Doing Family Right

Dan Levitt, MSc., CHE

Executive Director
Tabor Village

Brad Willems, CFP

Vice President, Senior Wealth Advisor
Assante Wealth Management

Sheri Yakashiro, J.D.

Lawyer (Associate)
RDM Lawyers

Share with friends

Date and Time

Location

Quality Hotel & Conference Centre

36035 North Parallel Road

Abbotsford, BC V3G 2C6

Canada

View Map

Save This Event

Event Saved