Your Are Invited Free Event Oct 9

Are you one of the many baby boomer families dealing with an aging parent? This changing role from child to care giver is a difficult one for all involved.

Join us for our next free event to get practical answers to questions like -

• What things can do you do help your parents have a safe independent life?
• Why is a representation agreement is as important an will?
• When is it a best to sell the family home for both parents and children?
• What are the levels of care available and how do you access these services?
• What financial issues are stopping you/your parents from enjoying their retirement?

Join us for our free event Boomers & Parents Facing the Future Together on Wednesday Oct 9  @ Missionwood Retirement Resort and get your questions answered.

Here from Legal Professional Aaron Dow from Farris, Vaughan Will and Murphy LLP, Area director Sharon Hughes-Geekie with Bayshore Home Health, Realitor Michael Loewen - Royal Lepage Kelowna and Financial Professional Mike Hassard with Primerica Kelowna.

Wine and Cheese - 5 - 5:20 pm 

Presentations start 5:25 pm

Q&A 6:30 pm

No cost to attend

Location: Missionwood Retirement Resort

1075 Barnes Ave, Kelowna, BC V1W 5A8

Please RSVP Sharon - (250) 717-7528

There will be time lots of time for questions and answers so please come prepared.

Hope you can join us!

Financial Generation Gap

Next to religion and politics the subject of money is avoided by families like some deadly disease, and like an illness the longer you leave it worse it gets. 


After more than 16 years in the financial industry I have seen the effects on care giving families, and their parents when finances are avoided. 


So why is the subject of money so hard to discuss? From what I have seen, it is some thing I like to call the "financial generation gap".

Boomer Sandwich

The baby boomers have lived an active life, but now they are sandwiched by young adult children moving back home and the added responsibility of taking care of aging parents.


Boomers are coming to terms with the their own mortality too. Many are used to a running marathons, skiing in dangerous terrain or biking long distances, but their bodies can't seem to keep up.



Check out this video from CNN - Boomers Sex drugs and rocky road

Boomers and Parents Rescheduled May 17th

By request we have moved our seminar to the following week to May 17th.


Are you like most of us Baby Boomers dealing with the challenge of an aging parent(s)? Are you prepared?


Join us for our next Boomers and Parents seminar ... more information on our upcoming events page >>

Time to Downsize

The retirement reality is hitting baby boomers much harder than expected. For many the family home (or should I say the equity in your home)  has become the hope of retirees, and downsizing is the buzz word in the financial community.

The idea is a good one. Sell your large 2,000 - 3,000 square foot home to buy a less expensive smaller home, town home or condominium and invest the difference to create income at retirement. 

Add to this many baby boomers are dealing with downsizing their parents, downsizing is an issue that many families will be dealing with for next 10 to 15 years. So the question if downsizing is such an easy solution ... why is it so hard to do?