Finally! A Health and Financial Conference to Give Caregivers a Crisis-Resistant Plan to Care For Them and Their Loved Ones
Finally!
A Health and Financial Conference to Give Caregivers a Crisis-Resistant Plan to Care For Them and Their Loved Ones
Nov. 8-9, 2023
Are you talking with your loved ones about their plans for living independently and their wishes for their final years?
Are you increasing your contact with your loved one(s) because you focus more on loneliness, medication follow-up, memory concerns, food and liquids intake, and home maintenance?
Are you doing your best to plan and coordinate your loved one’s health care, and are you overwhelmed by your limited Google search time?
Are you experiencing your loved one’s medical and financial downward spiral while unsure of the next best steps?
Who is this for:
The conference is for those 10-15 years from retirement and for those who are already caregiving for their aging loved one(s).
Did you know you are one of your loved ones’ main financial and medical resources? I bet you didn’t realize that.
You may be experiencing a caregiver’s dilemma because you don’t know when your loved one’s circumstances will go BOOM!!!
You are worried about that phone call or text you might get, or worse; you arrive after they haven’t picked up the phone.
The dilemma is most of our loved ones want to live independently for as long as possible without additional help or resources. But sometimes, this is watching a train wreck in slow motion. You know there is danger, as you can’t outrun the inevitable. Instead, you want to change tracks or the destination with the right help.
You want to care for your loved ones but need the best information before you lose money by delaying care decisions, enduring messy family communication, and going through back-to-back setbacks before your loved ones get the proper care. Catching up is hard if you are behind. Many of my clients complained they wished they knew what they know now. This would have saved them time, money, and their sanity.
Because you didn’t realize until now, you could have found an easier, faster, better, and more cost-effective way.
You get annoyed when others tell you to “just take a break.” Taking a break when the work isn’t done and when there is no assurance of a plan in place isn’t that simple.
But you worry about having to do it all…
- The feeding
- The bathing
- Dressing them
- Helping them to sit and stand
- Seemingly endless medical appointments
- Care coordinator and next step/place planner
- Medication & treatment manager
- Cash flow & asset administrator
- While also being their social director.
You stare blurry-eyed at your computer after midnight, trying to finish work while your family begs you to go to bed.
Are you taking care of yourself? Or are your daily aches and pains becoming increasingly difficult to ignore? Your mood dampens as your stress and anxiety skyrocket, trying to keep up. Your sleep has become more fitful than restful. Are you also delaying your own medical and financial appointments?
The simple line between you and your aging loved one becomes fuzzy as you become a caregiver and an overwhelmed and absent professional that is also an exhausted and frustrated human being.
Most caregivers unsuccessfully juggle multiple balls in the air. They often drop the balls regarding timely financial choices to reduce health care costs, taxes, and how best to spend money in retirement with their aging loved one.
If you’re stuck planning how to keep your life together while caring for your loved ones, you’ve come to the right place.
Find the resources and support to keep you and yours safe, comfortable, and happy… even if life comes at you fast.
Please register as you have come to the right conference.
Here’s what you’ll get:
- Social Security: The little-known details about social security that could keep you AND your spouse financially ahead of the retirement pack.
- How to use the little-known loopholes in Medicare to make sure you’re covered for life.
- LTC Insurance & What to do if you don’t have a policy?
- The step-by-step strategy for total coverage for you, your loved ones, and your retirement.
- Tax strategies that the wealthy use to make sure they don’t have to work another day in their lives. Need a great referral for an accountant?
- Protect your wealth after you’re gone so it’s given to those you love, not the state or creditors.
- The hidden resources you can tap into as a caregiver that isn’t just another support group
- How to feel and look your prime, even after handling the round-the-clock demands of caregiving.
- How a few simple exercises in a chair can save your spine, keep your joints limber, and let you move like someone half your age.
- How to mentally take back control of your life with some simple exercises that take no more than 15 minutes a day.
- The simple, no-stress adjustments you can make to keep more of your money without losing sleep.
WHO AM I & THIS IS WHY I AM DOING THIS
I’m a Federal Government Employees Retirement Readiness Expert. I’ve helped thousands focus on their health and money habits while planning for retirement. My clients are able to navigate caregiving uncertainties, face the mounting responsibilities, as well as avoid the financial pitfalls with ease and flow. HOW, you may wonder?
Because I know your journey firsthand, as my parents passed away from Alzheimer’s. I spent 11 years dedicated to the slow and painful decline of my parent’s health and finances. When I lost my parents, I realized I was truly on my own, and I needed to rebuild my life one step at a time. I had to reprioritize my self-care, dreams, and financial future.
I’m here to help you not waste your time, money, or energy.
I needed more help than a caregiver’s support group, and so do you.
I needed more financial education and assistance regarding their estate, and so do you.
And I needed an expert when financial goals became disconnected, and my family suffered when our overworked healthcare team made mistakes and unintentionally neglected my parents. Our entire healthcare system is on overload, and often it’s up to us to find the best healthcare and financial teams.
I’ve learned that you may have to invest twice as many hours and tens of thousands of dollars to find the best solution to accommodate you, your aging loved one, and your family.
But I’m about to change that with this upcoming conference.
Starting on November 8th, 2023 I’m offering two free days of 1:1 interviews with these experts. So you can learn from the best. That doesn’t mean you have to sacrifice yourself or your sanity. The good news is this complex emotional rollercoaster does have a light at the end of the tunnel.
OUR SPEAKERS
WHO AM I & THIS IS WHY I AM DOING THIS
Ready for a Game-Changing Plan?
Wondering how to secure expert insights, personalized 1:1 recordings, and lifetime access to steer yourself towards success? Join our VIP LIVE Round Table of Experts on November 9th!
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.