But just to make sure, you walk out of here with a solid plan.
On November 9th, I will be hosting our VIP LIVE Round Table of Experts
And LIFETIME ACCESS to all of the 1:1 recordings
A ROUND TABLE of EXPERTS:
For 90 minutes, you’ll have complete access to a room full of experts who can see around your financial and caregiving blind spots without forcing you to do your research.
You will get an opportunity to sit in our Care Seats and ask our round table of experts your most pertinent questions. Our Care Seats are warm and filled with kindness, compassion, and wisdom. You will be so glad you sat down.
You will develop a simple-to-follow plan with our experts to take control of your retirement and ability to care for your loved ones without sacrificing your life.
You’ll learn how to tackle your loved ones’ mountain of financial problems like:
- Probate problems that can cost thousands of dollars if your estate and will are not legally finalized.
- How to legally get your name on their Bank, Investment, & Utilities Accounts and prevent the mountains of red tape and headaches from starting the process too late.
- Suggestions if you choose to spend down retirement money and assets.
- How to retrieve your secure documents when you need them, and finally have that elusive peace of mind.
You’ll learn how to work with your loved ones health when they are slowing down and need more care, such as:
- The best next steps to work with their medical team so you save time, have clearer communication, and give your loved ones the most dignified end-of-life experience they can have.
- Suggestions for planning events and trips, so you won’t have to cancel unless it’s absolutely necessary.
- When is it time to get a professional nursing assistant vs. doing it yourself? (This can be the difference between a manageable caregiving experience and burnout).
You’ll learn what steps you can take to ensure your quality of life.
- What do you need to look out for your own mental and physical health? And when to take action.
- What skills and tools you might need and suggestions to let your family and friends to actively support you instead of watching you from the sidelines or anxiously waiting on text updates.
- How to prepare for life after caregiving.
And LIFETIME ACCESS to all the 1:1 recordings and the VIP LIVE Round Table for just $147.
VIP LIVE EVENT is happening November 9th 2pm- 3:30pm EST.
Our speakers
Co-Founder, Motivity Care Inc.
Mim is the co-founder and co-CEO of Motivity Care Inc., a company that takes the complexity out of caregiving management. She has 25+ years of corporate experience in project management, benefits design, health and wellbeing program strategy and implementation. She had oversight of strategy under the Optum umbrella for the Goldman Sachs Wellness Program and has worked with more than 70+ U.S. and international clients. She holds certifications in group benefits, worksite wellness and property casualty insurance. She is also a Co-Founder of Global Women 4 Wellbeing.
Insurance Broker, Transparent Insurance Solutions
Lisa specializes in all things health insurance. With nearly 20 years combined experience, she runs a company with her husband called Transparent Insurance Solutions. They have access to nearly every company and type of plan so, no matter your unique situation, they can find a plan specific to your needs. They seek to put the customer first by educating with the most up to date market information, identifying the most suitable plan, assisting in the enrollment process. They are licensed in 30 different US states and are excited to bring ease and peace of mind to your health insurance experience!
Founder and Lead Financial Planner, Blake Wealth Management
With over 24 years of experience as a financial advisor, I found my passion in supporting women throughout the retirement journey. Whether you are a widow, divorced, or simply ready to take control of your financial future, your planning needs are special. We provide tax-efficient retirement planning for women.
Author & Founder, Much Love, Lili
Much Love, Lili was founded to “take care of the Caregiver” through guidance, resources, and support. Using her 15+ years of experience as a Caregiver, Certified Death Doula and her own Sensory Care Method, and her book, she helps Caregivers provide the best possible experience for their Loved Ones.
Owner, United Insurance Experts
Myriam is a licensed insurance agent and certified with multiple top insurance carriers. She is the owner of United Insurance Experts. Myriam was raised in Boca Raton, Florida and is proud to still call it her home. She is a mother of two wonderful girls and a fur baby. She enjoys spending time with her family and playing pickleball. She has been in the financial Industry for over 13 years. After having a bad experience with health insurance with one of her elderly family members she decided to learn about Medicare and fully understand the options that Medicare has to offer and that’s when her passion grew to educate and help others understand the Medicare maze. Myriam hosts her show on Legends Radio where she educates Seniors on Medicare and connects them with different resources that can help them.
GDM Private Financial Solutions
Boyce H. Goff, Sr. CPA as managing partner of GDM Private Financial Solutions has been assisting individuals, companies, and nonprofit businesses to minimize personal and business taxes through timely, efficient, and reasonable tax strategies.
Good News Financial & Investment Advisors LLC
Dr. Jovan Walker-Jackson, is a renowned author, speaker, and licensed financial advisor. She leads Good News Financial & Investment Advisors LLC in Largo MD, specializing in investment planning, tax reduction, retirement planning, asset preservation, and long-term care alternatives. With 15+ years in the DMV area, she's a sought-after wealth manager and consultant for gov't and corporate employee resource groups.
E&T Litigation Attorney, Offit Kurman
Tom is an Estate/Trust & business litigation lawyer emphasizing inheritance-related disputes in MD/VA/DC (and nationwide), creditors’ rights, and B2B disputes. Tom has co-owned/operated exterior painting and used furniture going concerns; and chaired Boards of multiple local Bar associations, community ARB's, a local Chamber, a non-profit arts school, and BSTroop 688.
Home Modification Consultant, HandyPro
Ali Soltani holds bachelor's degrees in electrical and civil engineering and later pursued an MBA at the University of MD. With 27 years in the construction industry, he founded HandyPro in 2014, building upon a legacy of expertise spanning nearly three decades.
CEO/Founder, Caregiving Worldwide Enterprises
Traci Lamb is the CEO/Founder of Caregiving Worldwide Enterprises – a global organization created to connect people who take care of their loved ones at home with organizations that have created products and services that can help them on their caregiving journeys.
But there’s MORE!!
VIP PLUS
This gets you The LIVE Roundtable of Experts lifetime access to all the 1:1 recordings and PLUS a 30-minute session with me
There’s 30 spots available, but people snatch them up quickly because they want that customized action plan, so sign up early!
In the VIP Plus session, I’ll help you review & navigate your current money dilemmas, help you work with your current financial resources, and develop a step-by-step action plan for you and your family.
We will review my personalized 5-point action plan checklist to show you what you need to know before you cross your t’s and dot your i’s.
This includes:
- Health care for your aging loved one and support for you so your oxygen mask is on before you help your loved one.
- Optimizing family communication flow and what supports you’ll need so you aren’t running yourself ragged taking care of your loved ones.
- Discover new tools and resources for your mental fitness.
The extra 30 minutes you spend with me can save you additional time and money and give you a clear next action step to care for your loved ones without burning yourself out.
VIP PLUS gets you the LIVE Roundtable of Experts lifetime access to all the 1:1 recordings and
PLUS a 30-minute session with me. Only 30 sessions are available, sign up early!