March 27, 2024

Only a limited number of spots are still available for our upcoming webinar – register now to reserve yours!

As You Age: Finances, Family Conversations and More
Date: Wednesday, September 21, 2022
Time: 1 p.m. PT

Thinking about how your finances will support your goals and lifestyle as you age can sometimes feel overwhelming. Questions can also arise about how exactly you’ll communicate your wishes to your loved ones. We’re here to offer you some simple tips and considerations to remove the fear and take back your power, so that the financial strategies you put in place now will allow you to feel confident in your plan moving forward.

In this webinar, industry professionals will walk you through the importance of these family conversations, how to have them and explore one main conversation component: how you address and prepare for aging and independence.
Webinar Contributors:

Monica Morena
Senior Director, Care and Support, Alzheimer’s Association®

Paul Simmons, CFA®, CFP® 
Senior Analyst, Client Needs Advice and Guidance, Edward Jones

Katie Schonaerts
Financial Advisor, Edward Jones
I look forward to you joining us.

Best Regards,
Ross B Hansen of San Elijo Hills