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 from The Key™ 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.
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Event Details

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 from The Key™ 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.

When

November 21  

11:30-12:00 -  Lunch

12:00-1:00 - Presentation and Webinar

Who

Michael T. Moore, Jr.

Wealth Advisor

Jenny A. Burns

Senior Wealth Advisor

Megan Hammann

Director of Financial Planning

Where

Wealthquest Learning Center        

50 E-Business Way Suite 120

Cincinnati, OH 45241

Additional Details
At Wealthquest

One Team. One Plan. One Simple Fee.

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