We’re All Getting Older – Now What?
A Family’s Guide to Proactive Planning for Aging
Whether you are planning for yourself or planning for a parent, this seminar will give you practical steps to manage the inevitable issues associated with aging. Join Wealthquest advisors Michael Moore and Jenny Burns, our Director of Financial Planning, Megan Hammann, and special guest Cheryl Jeffers as we discuss how to navigate legal and financial issues, serious health diagnoses, living arrangements, and difficult family conversations.
You will leave with practical advice and knowledge that will help your family age with purpose and a plan.
November 21
11:30-12:00 - Lunch
12:00-1:00 - Presentation and Webinar
Michael T. Moore, Jr.
Wealth Advisor
Jenny A. Burns
Senior Wealth Advisor
Megan Hammann
Director of Financial Planning
Wealthquest Learning Center
50 E-Business Way Suite 120
Cincinnati, OH 45241
We are currently at capacity for joining in person. If you would like to join in person, you will be added to a waitlist and one of our employees will reach out if space opens. Otherwise, you can join virtually.
