Practical Planning: Considerations for Aging Clients
Betsy Schermerhorn and Casey Williamson will highlight some of the important topics and conversations we should be having with our clients to make sure they have planned for and are well-positioned for whatever the aging process may have in store for them. These are difficult conversations and the issues our clients face often fall into the gaps between our discrete day-to-day practice areas: financial, legal, and accounting. Betsy will speak on the issues she encountered and lessons she learned from her many years of experience at Kendal and more recently as a co-founder of Senor Lifestyle Solutions, a new organization that tries to fill-in some of these gaps for members of our community. Casey will give us a primer on long term care insurance, what it covers and what it does not cover, and also broader advice on this topic from his vantage point working with clients on financial planning matters.
Speakers:
- Casey Williamson, Financial Advisor at Williamson Financial Services - Northwestern Mutual
- Betsy Schermerhorn, Board Member and Co-Founder of Senior Lifestyle Solutions
