February 23, 2016 | 5:30-8pm | Frederik Meijer Gardens
Registration is now closed. Tickets are available for purchase at the door.
For any questions, please contact Heather at (616) 460-4787.
Are you concerned about supporting your aging parents? 50% of West Michigan Woman's readers say they are.
Just as our parents kept us safe, sheltered, and secure when we needed it – there comes a time when we're called upon to return this same love to them. Don't wait until a crisis hits to prepare your plan.
Join our panel of experts to gain guidance on the three primary topics of concern when planning for aging parents: financial, legal, and lifestyle.
What You'll Learn:
Financial Planning
- Acquire an understanding of your parents' financial status.
- Organize retirement assets for distribution.
Legal Planning
- The most important legal document a family can have when caring for a loved one.
- Navigating wills, living wills, Medicaid, Medicare, insurance coverage, retirement benefits, and long-term care financing, among others.
Lifestyle Planning
- Understand the proper level of care for your loved one.
- Understanding costs and fees.
- Guidance on retirement housing options.
Event Details:
February 23, 2016
Frederik Meijer Gardens | Grand Rapids, MI
5:30 PM Networking
6:30 PM Program
$40 ticket includes networking, wine, hors d'oeuvres, and program
Panelists:
Kelly S. DeRidder, CTFA
Trust Advisor, Vice President, Comerica Bank
Kelly's role is to help clients with trust and estate planning needs--from simple to complex. She has over 25 years of experience in the financial services industry and holds a Certified Trust and Financial Advisor designation from the Institute of Certified Bankers.
Elizabeth Harrell
Owner/Founder, Crossroads Eldercare Planning
Elizabeth founded Crossroads Eldercare to serve seniors and their families by educating them on their options for senior housing, home care and senior resources. She is passionate about being on the front lines of the eldercare industry so that she can be a valuable resource in every unique situation.
Laurie Murphy
Elder Law and Estate Planning Attorney, Miller Johnson Law Firm
Laurie has over 25 years of experience counseling on the legal and financial aspects of planning for the needs that arise as people age. She provides services ranging from asset protection strategies to applying for Medicaid and long term care. Laurie is recognized by professional and community groups for her inspiring and significant contributions to the needs of seniors and vulnerable adults.
Theresa Wilson
Home Care Manager, Diversified Medical Staffing/DMS at Home
Theresa brings over 13 years of experience in all aspects of home care services. She has assisted hundreds of families with finding that perfect balance of in home care that truly optimizes independence and provides family members with a great sense of relief and reassurance. Theresa aims to provide elderly family members every opportunity to stay independent in the home they know and love while providing assistance with daily living activities. Theresa also spends her time facilitating a monthly Caregiver Support Group with special emphasis on Alzheimer's and dementia care.
Thank You To Our Presenting Sponsor!
Host Table Sponsors
The February Wine Down event is part of West Michigan Woman's series of educational programs that feature lots of mingling, free flowing wine, and a brief topical presentation. We promise that at the very least, you'll always leave more awesome than when you arrived.
Upcoming Wine Down Events:
November 2016 - Entrepreneurship
