WEBINAR: Talking About the Future with Your Parents

News & Announcements
Posted In:
  • Family & Finance
  • Personal Finance
  • Retirement
  • Tax Planning
  • Trust & Estate
Register for this Webinar

Join us for a 30-minute webinar exploring the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.


The same webinar will be held twice
Wednesday June 21, 2017

Join us for session one: 12pm ET / 9am PT - Register Here

or session two: 3pm ET / 12pm PT - Register Here


 

IN THIS WEBINAR, YOU WILL LEARN:

In this Family Series webinar, Boston Private Experts Marie DelRossi and Kathleen will share their insights and real life experiences to explain how families can come together to overcome negative family dynamics and reach agreement about how best to carry out the long-term wishes of parents as they grow older, including tips for splitting caretaking roles and the critical steps for developing a family financial plan.

For these families or those approaching this life stage, the time has come to initiate conversation with siblings, parents and others regarding their parents future care, needs and wishes.

Liz Moyer, a financial and wealth management journalist who has written for Forbes, the New York Times, and Wall Street Journal will be our moderator for this session.  Join us for a 30-minute complimentary webinar to:

  • Learn some of the hard lessons and inspiring reactions that other families have experienced as they have gone through this process with their loved ones.
  • Get tips about developing a family financial plan, including where to turn for help.
  • Hear how third-party advisors have helped diffuse difficult family dynamics to create a plan that everyone could agree on.

 


Meet our Moderators

Liz Moyer
Moderator
Personal Finance/Wealth Management Writer

Liz is a journalist with over 20 years of experience reporting on wealth, finance and banking for The New York Times, The Wall Street Journal, Forbes and other publications.  She is currently an editor and contributor at New York Times' DealBook.

Marie DelRossi, J.D., L.L.M.
Managing Director, Wealth Strategist
Boston Private

With 10 years of trust administration and private wealth experience as well as 15 years of working as a trust and estate attorney, Marie DelRossi brings expertise in estate planning, probate and taxation.  This unique perspective allows her to effectively analyze both individuals and families in the preservation, enjoyment and transfer of wealth.

Kathleen Kenealy, CFP®
Client Advisor
Boston Private

Kathleen has over 10 years of experience in wealth planning and advisory services and specialized in working with successful individuals and families to manage and protect their assets.  As a Client Advisor, Kathleen works closely with her BPW colleagues and her clients' external advisors to provide thoughtful advice and guidance on investment, retirement, estate, and tax planning strategies.

Register for this Webinar
News & Announcements
Posted In:
  • Family & Finance
  • Personal Finance
  • Retirement
  • Tax Planning
  • Trust & Estate