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Updates

Parking Available for "Planning for Retirement and Eldercare", Tomorrow, April 13 April 12, 2019

Free Parking at PMI Garage

  • PMI garage is located at 1615 M Street, NW (in building behind the Jefferson Hotel at 16th & M Street)
  • Parking garage opens at 8:00 a.m.
  • Bring your parking ticket to Metropolitan AME Church to be validated.
  • Metropolitan AME is located at 1518 M Street, NW (1 block east of PMI garage - toward 15th St. - middle of block) 

Continental Breakfast will be served

Reminder -"Planning for Retirement and Elder Care" - in 2 days April 11, 2019

The
National Capital Chapter of the Society of Financial Service Professionals,

Daniel A. Payne Community Development Corporation, and

Metropolitan
A.M.E. Church present

Achieving Financial Security: A Community Forum – Fourth Annual

Planning for
Retirement and Elder Care

Saturday,
April 13, 2018, 8:30 am to 12:00 noon

Metropolitan
A.M.E. Church, 1518 M Street, NW, Washington, DC 20005

_______________________________________________________________

Moderator:                Joseph L. Davis, Retirement Specialist

 

Panelists:
                 Lee V. Bethel, Financial Advisor     

Jean
Galloway Ball
, Elder Law Attorney

Aurora Delespin-Jones,
D.C. Department of Aging and
Community Living

______________________________________________________________

 

PART I

A.   
Gap
Generation:  Planning for Retirement
While Caring for Aging Parents      

B.   
Mitigating
the Financial Impact of Long -Term Care                                          

C.   
Legal
Issues Related to Elder Care                                                                                 

D.   
Aging
in Place – What Does It Really Mean?      

                                                     

Audience Q & A

PART II

E.   
Understanding
What Medicare and Medicaid Do Not Cover   
                          

F.    
Managing
Finances of Aging Family Members               
             

G.   
Reducing
the Emotional and Other Non-Financial Impacts                         

H.   
Aging
in Place - When to Start Planning?                                                   

I.     
Building
a Financial Plan for Every Stage of Retirement
                                    

 

More Audience Q & A

Followed by Table Discussions with the Panelists

















































































and other Financial and Planning Professionals


Refreshments will be served.    Free Parking - PMI Garage - 1615 M Street, NW (validate ticket at church)