Achieving Financial Security: A Community Forum
Retirement Planning and Elder Care
4/13/2019
This Special event will be held at:
Metropolitan African Methodist Episcopal Church @1518 M Street, NW, Washington DC, 20005
8:30 AM - 12:30 PM
Registration and continental breakfast at 8:30 a.m.
Program and panel discussions begins at 9:00 a.m.
Join the National Capital Chapter of the Society of Financial Service Professionals for a community forum on retirement planning and elder care. The forum is hosted by Daniel A. Payne Community Development Corporation and the Metropolitan A.M.E. Church.
Program Participants
Joseph L. Davis - CLU, ChFC, CFP - Retirement Specialist(Moderator)
Kimberly Martin Turner, Esq. - Estate Planning Attorney
Panel of Experts
Lee Bethel - Financial Advisor; Insurance and Benefits Specialist, CLU, ChFC, REBC, RHU, ChHC, CAP, AIF, CPFA, CASL
Joan Galloway Bell, Esq. - CELA, CAP - Elder and Disability Law Center Community Resources Specialist - DC Office of Aging
Topics for discussion include:
- What to know about building a financial plan for every stage of retirement;
- Baby Boomers ("Gap Generation") - planning for retirement while also caring for aging parents;
- Legal issues related to elder care (power of attorney; advance directive; legal guardianship; wills; trusts);
- What to know about managing finances of aging family member's;
- Mitigating the financial impact of elders needing long term care;
- Reducing the emotional and other non-financial impacts to elder's family;
- Understanding what Medicare and Medicaid do and do not cover; and
- Aging-in-Place - what does it really mean and when should one start financial and economical planning for it.
The program will be interactive, panelists will take questions from the audience. After panel discussion, attendees can chat with experts in small group break-out sessions.
AGENDA
Roundtable discussions with financial services professionals at 11:00 a.m. - 12:30 p.m.
This is a FREE community program, please share this opportunity with your family and friends!
Social media: @SocietyFSP @metropolitaname @dapcdc.org #FinancialLiteracyMonth.
Free Event | Free Parking
Free Continental Breakfast
Please register for this event at: financial-security-retirement-tickets
