This seminar blends legal, financial, and holistic perspectives to help families prepare for the future with clarity and compassion.
From drafting essential documents to navigating the financial realities of care and having meaningful conversations with loved ones, each speaker will share insights to support a more informed, confident planning process.
Whether you're just starting or refining your approach, you’ll leave with practical tools to protect your loved ones—and peace of mind for the years ahead.
We’ll wrap up with a live Q&A, giving attendees the opportunity to ask questions and connect directly with the panel.
Panelists include:
MJ Rosenthal - Owner, An Organized Life
Howard Breslau -Principal and Owner, Sacred Traditions Funeral Concierge
Ellie Anbinder - Founder, CareGivers WellBeing
Jonathan Levin -Associate Attorney, Crowley & Cummings, LLC
Susan Black - Senior Vice President, Financial Advisor, CAPTRUST
Vikki Levine - Director of Client Services, Ezra Home Care, LLC
This program will also be available on Zoom. The Zoom link will be sent in your confirmation email.
