Keynote Speakers

Sharon McRill

Founder, President

Betty Brigade

Lynn Breuer

Senior Director of Community Outreach & Wellness

Jewish Family Service of Metro Detroit

 

Your Hosts

Sandy Adams

Partner, CERTIFIED FINANCIAL PLANNER™

Center for Financial Planning, Inc.

Michael Brocavich

Partner, CERTIFIED FINANCIAL PLANNER™

Center for Financial Planning, Inc.

 

Featured Sessions

Home Safety Made Simple

How to keep up the value of your home As You Age

Most aging adults want to continue living in their homes, but maintaining the house is something that often gets dropped.

With years of experience helping older adults stay safely and comfortably in their homes, Sharon McRill will share actionable tips and strategies for reducing clutter, organizing key spaces, and identifying potential home safety hazards. This presentation is for you if you would like to learn simple ways to declutter and keep your home safe as you age.  

Finding the Right Fit

Determine the Best Place for Your Loved One’s Care

What are some care facility options? What are the different levels of care? How do we evaluate and determine the best place and who can provide the best care for the people we love?

If you find yourself asking these questions, Lynn Breuer will talk about what resources are available for evaluating our loved one’s needs when the time comes, how to then determine if it is best to keep our loved ones at home (where they might likely want to be), and when might it be time to move them to a care facility.

Simple Streamlining Tools

Simplify and Organize Your Loved One’s Finances

As our loved ones age, managing their finances can become overwhelming—for both them and for us.

Sandy Adams and Michael Brocavich will discuss topics around streamlining your loved one’s finances to make things as simple as possible as they age. They’ll also discuss ensuring that titling and beneficiaries are streamlined as part of the planning process, and that all parts of their financial life gets documented and communicated to ensure that wishes are carried out now and in the future.


Cents & Sensibility: Caregiving for Aging Parents

Watch as Retired WDIV-TV News Journalist and CERTIFIED FINANCIAL PLANNER™ Professional, Rod Meloni, talks to Tim Wyman, CFP®, JD about caregiving for parents.


Expect More Than Just a Conference

  • Listen to local experts on topics that are critical and timely to your caregiving experience. The conference is virtual, offering you the opportunity to hear this vital information from wherever you need to be while continuing to care for you loved ones and make your life keep moving forward.

  • Learn information to help you continue to care or plan to care for someone that you love with the best knowledge at your fingertips. For some, much of the information may be new, for others, it may be a refresher. We promise that everyone will walk away with something they didn’t know before. 

  • Explore new ideas and concepts, new connections, new resources and new planning opportunities surrounding your caregiving experience and around your caree’s future longevity. 

  • Sit back, relax, listen, and take a deep breath knowing that you don’t have to do this alone. It takes a team to care for an aging loved one and your team from Center For Financial Planning has the resources and expertise to help you through this new stage of life. We hope that our conference is your first step to finding out how to plan and how to build your caregiving team. 


Do you have questions about the conference?

 
 
 

Raymond James is not affiliated with and does not endorse the opinions or services of Sharon McRill, Evie Breuer, Betty Brigade, or Jewish Family Service of Metro Detroit.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. is not a registered broker dealer and is independent of Raymond James Financial Services.