Planning Ahead: Smart Financial, Legal & Care Moves for Seniors & Families

As we age, planning for the future becomes increasingly important—not only for ourselves, but also for our loved ones. This interactive panel discussion brings together financial, legal, and elder care experts to provide seniors and their families with the knowledge and tools they need to make informed decisions.

Our panelists will explore financial planning strategies to help prepare for the costs of long-term care, including options for funding home care, assisted living, and nursing support. They will also cover estate planning essentials, from wills and trusts to healthcare directives, focusing on ways to preserve and protect assets while ensuring peace of mind for the future.

Attendees will gain practical insights into how to safeguard their financial security, plan for changing care needs, and address legal considerations before they become urgent. Whether you are planning for yourself or supporting a loved one, this session will provide valuable guidance and actionable steps to help you navigate the journey ahead with confidence.

Meet Our Panelists:

Nicole A. Woodward-Kennedy, Esq. – Lead Elder Law Attorney at O’Connell Law LLC, specializing in Medicaid planning, estate planning, and probate and estate administration.

Jen Peterson – Long-Term Care Planner at O’Connell Law, helping families navigate care options, benefits, and long-term care decisions.

Gary Shilman – Financial Advisor at Edward Jones, supporting individuals and families with customized, straightforward wealth strategies and guidance through life’s major transitions.

Light refreshments will be provided.