Keynote Speakers

Paula Duren, Ph.D.

Director and Founder

Universal Dementia Caregivers

Julie Edgar

Communications &
Media Relations Specialist

AgeWays Nonprofit Senior Services

 

Your Hosts

Sandy Adams, CFP®

Partner,
CERTIFIED FINANCIAL PLANNER®

Center for Financial Planning, Inc.

Logan Dimitrie, CFP®

Associate Financial Planner, CERTIFIED FINANCIAL PLANNER®

Center for Financial Planning, Inc.


Featured Sessions

  • Join our conference hosts and CERTIFIED FINANCIAL PLANNER® professionals, Sandy Adams, CFP® , Michael Brocavich, CFP®, MBA and Logan Dimitrie, CFP®, for a real-world conversation about the financial questions that often come with aging well.

    From caregiving and healthcare costs to long-term planning and family decisions, this panel will cover the challenges many individuals and families face while preparing for a longer, healthier, fuller life.

  • Are you supporting an aging loved one and feeling stretched thin? Join Julie Edgar as she offers practical guidance, legal considerations, and local resources to help caregivers manage stress, plan ahead, and find meaningful support.

    Discover programs and tools that make caregiving more sustainable for you and your family.

  • Paula Duren, Ph.D. hosts a compassionate and empowering session designed to support caregivers navigating the emotional weight of their roles, including stress, isolation, compassion fatigue, and the gradual loss of self that can occur while caring for a loved one.

    While caregiving is an act of love, caregivers themselves deserve care, recognition, and the space to remain whole. Each of us must answer the question “Who is filling up my cup?”


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 Paula Duren, Julie Edgar, Universal Dementia Caregivers, or AgeWays Nonprofit Senior Services.

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.