Wish you could press rewind on on a few of the sessions or do you know someone that would benefit from hearing this?

Luckily, we have an on-demand version of the event available!


Keynote Speakers

Becky Eizen

Founder, Chief Executive Officer

Eizen Consulting Group

Tina Marzolf

Partner, Chief Operating Officer

Baldwin House Senior Living


Your Hosts

Sandy Adams

Partner, CERTIFIED FINANCIAL PLANNER™

Center for Financial Planning, Inc.

Michael Brocavich

Partner, CERTIFIED FINANCIAL PLANNER™

Center for Financial Planning, Inc.

 

Featured Sessions

Find a Great Care Facility

Gain valuable insights on how to determine the optimal care facility. Eizen Consulting Group Founder and elder care advocate, Becky Eizen, will cover essential topics such as vetting care facilities, key aspects to look for in assisted living homes, important questions to ask, and available resources to support you through the decision-making process.

Get the Support You Need

Baldwin House Senior Living Chief Operating Officer, Tina Marzolf, will delve into the different avenues, including community support and professional assistance, that can provide relief to caregivers. This session will explore practical strategies and resources aimed at reducing the burden on caregivers and promoting their well-being. Don't miss this opportunity to gain valuable insights and tools to support caregivers in their crucial role.

Estate Planning Essentials

Ensure your loved ones are prepared from an estate planning perspective. This session will cover the essential documents needed for proper estate planning and the powers that caregivers should have in place to effectively assist their loved ones. Presented by Sanford J. Mall, Founder of Mall, Masilow, and Cooney law firm, this is sure to be an informative session.


Cents & Sensibility: Caregiving for Aging Parents

Retired WDIV-TV News Journalist and CERTIFIED FINANCIAL PLANNER™ Professional, Rod Meloni, talks to Tim Wyman, CFP®, JD about caregiving for parents. Sign up to receive a replay of our Longevity Virtual Conference for more information on this topic!


Expect More Than Just a Conference

  • Listen to local experts on topics that are critical and timely to your caregiving experience. The conference is virtual, offering you the opportunity to hear this vital information from wherever you need to be while continuing to care for you loved ones and make your life keep moving forward.

  • Learn information to help you continue to care or plan to care for someone that you love with the best knowledge at your fingertips. For some, much of the information may be new, for others, it may be a refresher. We promise that everyone will walk away with something they didn’t know before. 

  • Explore new ideas and concepts, new connections, new resources and new planning opportunities surrounding your caregiving experience and around your caree’s future longevity. 

  • Sit back, relax, listen, and take a deep breath knowing that you don’t have to do this alone. It takes a team to care for an aging loved one and your team from Center For Financial Planning has the resources and expertise to help you through this new stage of life. We hope that our conference is your first step to finding out how to plan and how to build your caregiving team. 


Do you have questions about the conference?

 
 
 

Raymond James is not affiliated with and does not endorse the opinions or services of Eizen Consulting Group, Baldwin House Senior Living, or Mall Malisow & Cooney, P.C.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. is not a registered broker dealer and is independent of Raymond James Financial Services.