February 28, 2018 Platinum Sponsor

Virtual Education Lunch Meeting
Solo Agers: Planning for an Underserved Market

Date: Wednesday, February 3, 2021
Time: 12:30pm - 2:00pm
Location: ZOOM invite to be sent prior to meeting.
Speaker: REPEAT OF JANUARY 28, 2021 BREAKFAST MEETING

RESERVATIONS DUE BY MONDAY, February 1, 2021. 
Members must register all guests. 
ZOOM invite to be sent prior to meeting. 

2:30 PM – Zoom Room Opens

12:45-2:00 PM – Presentation and Q&A


 

Topic:

Solo Agers:  Planning for an Underserved Market

(repeat of January 28 program)

    

 

About the Topic:

This program will discuss the financial, legal, and emotional aspects that impact seniors living alone, and includes people who are single, divorced, widowed, ex-pats, LGBTQ and have little or no family support system.  The session will include a case study with breakout into small discussion groups.


About the Presenters:

lene Amiel, Personal Affairs Administrator

Joanna Feldman, Esq

Michael Rosenman, CLU, ChFC, AEP


 

 

 

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