Join the National Capital Chapter of the Society of Financial Service Professionals for a community forum on retirement planning and elder care.  The forum is hosted by Daniel A. Payne Community Development Corporation and the Metropolitan A.M.E. Church.   

Program Panelists

Joseph L. Davis - CLU, ChFC, CFP - Retirement Specialist (Moderator)

Lee Bethel - Financial Advisor; Insurance and Benefits Specialist, CLU, ChFC, REBC, RHU, ChHC, CAP, AIF, CPFA, CASL

Joan Galloway Ball, Esq.  - CELA, CAP - Elder and Disability Law Center

Community Resources Specialist - DC Office of Aging 

Topics for discussion include:

• Building a financial plan for every stage of retirement;
• Baby Boomers ("Gap Generation") - planning for retirement while also caring for aging parents;  
• Legal issues related to elder care (power of attorney; advance directive; legal guardianship; wills; trusts);
• What to know about managing finances of aging family member's;   
• Mitigating the financial impact of elders needing long term care;
• Reducing the emotional and other non-financial impacts to elder's family;
• Understanding what Medicare and Medicaid do and do not cover; and 
• Aging-in-Place - what does it really mean and when should one start financial and economical planning for it. 

The program will be  interactive, panelists will take questions from the audience.  After panel discussion, attendees can chat with experts in small group break-out sessions.    

AGENDA

Registration and continental breakfast at 8:30 a.m.

Program and panel discussion begins at 9:00 a.m.

Roundtable discussions with financial service professionals  11:00 a.m. - 12:00 p.m.

This is a FREE community program, please share this opportunity with your family and friends!   Social media: @SocietyofFSP  @metropolitaname, @dapcdc_org, #FinancialLiteracyMonth.