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SoloAgers: Creating Your Lifetime Plan

October 31, 2023 @ 1:00 pm - 2:00 pm EDT

Virtual Event Virtual Event

Abstract:
There are millions of adults who age alone, either due to childlessness or the absence of reliable support from children who may be distant, incapable, or inconsistent. Without familial assistance, these individuals face a heightened risk of isolation, financial exploitation, and medication mismanagement. However, with a comprehensive plan in place, they can navigate life confidently, experiencing fulfillment and enjoying a sense of security.

In this program, you will learn:

  • The definition and unique challenges of solo agers
  • Key legal documentation to ensure protection
  • Tips for effective financial structuring and management
  • Various housing options

Who should attend:

  • Individuals over 50 living solo or with a solitary relative
  • Those who are divorced, widowed, never married, or separated
  • Adults without children or with children who are not available for support

Speaker: Ivy H Menchel, CFP®, CBEC®, CDFA®
With over three decades of expertise in comprehensive wealth management planning, Ivy is passionate about instilling confidence and financial independence in clients undergoing pivotal life events. These events can range from business transfers and bereavements to divorces, marriages, or retirements. Recognizing the unique nature of every individual and family’s financial situation, Ivy aids her clients in making informed decisions that promise lasting benefits.

 

About Age Brilliantly:
Age Brilliantly is a dynamic platform guiding adults of all stages to harness opportunities for a fulfilling 100-year life. The Academy @ Age Brilliantly.org curates educational content on subjects aimed at fostering the Age Brilliantly mindset and mastering the competencies and routines to fulfill life-path objectives.

Fall 2023 Web-Conferences:
Join our series of FREE workshops, slated for 1 PM on Tuesdays from October through December.

Workshop Zoom Link:
Please login or register to purchase a ticket or view the workshop’s zoom link.

Details

Date:
October 31, 2023
Time:
1:00 pm - 2:00 pm EDT

Organizer

Ivy H. Menchel

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