Utilizing a Professional Fiduciary and Finding Care Solutions

We hosted Part 2 of our Strategies for Aging Family Members Webinar Series, which was focused on the role of a Professional Fiduciary and finding the right care solutions for aging family members.

In this blog, we have provided the two presentations for you to replay and share with others.

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Strategies for Aging Family Members Part 2

We were joined by special guest, Sheila Bradford, Partner at Prime Fiduciary Services, who shared the role and services provided by a professional fiduciary. We also had special guests from TheKey, Deanne Belcher, RN & Regional Director of Business Development, and Kevin Symes, Regional Manager, who discussed the resources and care solutions available for aging family members.

 Press Play Below to View the Planning for Tomorrow Today with Sheila Bradford Presentation Replay

Sheila Bradford is a Partner at Prime Fiduciary Services and discussed how a professional fiduciary can help a family handle the issues related to an aging family member.
  

 Press Play Below to View the Uncovering the True Cost of Aging with TheKey Presentation Replay

Kevin Symes, Regional Manager, and Deanne Belcher, RN, Regional Director of Business Development, at TheKey, discuss how to find the right care solutions when needed.

Don't Miss Part 1 of our Webinar Series!

In Part 1 of our Strategies for Aging Family Members we examined the 10 signs of Alzheimer's and differentiating types of dementia and managing an estate when cognitive capacity changes.

• How to Detect Signs of Cognitive Decline with Vanessa Souza, from the Alzheimer's Association of Northern California and Northern Nevada
   
• Tools to Assist with Changing Capacity with Ann Robbeloth, an Estate Attorney who specializes in cognitive decline, who shared important components in an estate plan
   

Visit our webinar series page to access all of the recordings!

Financial Journey Partners - Partners in Your Financial Journey_®

Our Financial Journey Partners office is based in San Jose, California. We have clients that live in many states across the country. If you have questions about your investments or financial situation, call us to schedule time to talk about your specific situation.

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