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Virtual Event Virtual Event

Solo Agers: Creating Your Lifetime Plan

June 11 @ 1:00 pm - 2:00 pm EDT

Virtual Event Virtual Event

There are millions of adults who age alone, either because they are childless or cannot count on the support of children since they are not nearby, capable, or unreliable. Without the help of family, they are at greater risk for isolation, financial exploitation, and medication mismanagement. With an appropriate plan in place, they can live a fulfilling life and age with confidence and gain a sense of security.

In this program, you will learn

  • Defining solo agers and address some of the unique challenges.
  • Important legal documentation to have in place to feel protected.
  • Tips for structuring and managing finances.
  • Housing options.

Who should attend

  • People over 50 years old who live on their own and/or have a relative or friend living on their own.
  • Divorced, widowed, never married, or separated couples.
  • Adults with no children or children who are unavailable.

Ivy H Menchel, CFP®, CBEC®, CDFA®

Ivy has over 30 years of experience providing comprehensive wealth management planning services. Her purpose is to bring confidence and financial independence for individuals and families facing life-changing events. Whether it’s the transfer of a business, death of a loved one, divorce, marriage, or retirement, she is a financial professional that can help plan for wealth while change is swirling. Each individual, each family is unique, and so are their financial circumstances. With Ivy’s help, clients can make sound financial decisions today that serve them well into the future.

About Age Brilliantly
Age Brilliantly is an interactive community helping adults of all ages maximize opportunities for a fulfilling 100-year life. The Academy @ Age Brilliantly.org provides educational programs on topics to develop the Age Brilliantly mindset and obtain the skills and habits to achieve life-path goals.


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6/11 - Solo Agers: Creating Your Lifetime Plan
$ 0.00


June 11
1:00 pm - 2:00 pm EDT

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