Boomers and Parents Event June 22

Come and learn some practical strategies from five different perspectives and join in a conversation at the next "Boomers and Parents Facing the Future Together" speakers series.

This event is FREE  but seating is limited check here for more details>> 

(If you are unable to attend one of the events listed below make sure to sign up with your email and we will keep you posted of up coming events!)

Time Waits for No Man or Woman!

There is a common thread running through the estate belonging to an elderly parent or loved one.  Living through the Dirty Thirties – the Great Depression – has taught them to hold on to everything. 


This means then their attic, basement, or even barn, is usually full of “stuff”!  Most of which should have been disposed of many years ago.

Sadly, even is there was value to some of these items when there were originally stored, by the time you start to sort through it, the mice and mildew have likely been there first!  You may find rotted books, magazines, old papers including utility bills from decades ago, and clothing, but the only place for them now is the trash.

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".

Questions Answered

Are you ready to manage your families financial concerns, handle responsibility of moving your parents, have a plan for the selling the family home and prepared for the legal issues surrounding your families estate? 


Get your questions answered at our next Boomer's And Parent's Seminar scheduled for the evening of Wednesday June 22 at Sandalwood Retirement Resort. The event is free but we have limited seating. 

Check our events page for more information here >>.