February 28, 2018 Platinum Sponsor

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

Date: Thursday, January 28, 2021
Time: 8:00am - 9:30am
Location: Zoom invite to be sent prior to meeting.
Speaker: EPCWC members Ilene Amiel, Personal Affairs Administrator; Joanna Feldman, Esq; and Michael Rosenman, CLU ChFC AEP.

This program will be repeated on Wednesday February 3 at Noon.

 

RESERVATIONS DUE BY TUESDAY, January 26. 
Members must register all guests. 
ZOOM invite to be sent prior to meeting. 

8:00 AM – Zoom Room Opens

8:15-9:30 AM – Presentation and Q&A


 

Solo Agers:  Planning for an Underserved Market 

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:

Ilene Amiel
Daily Money Manager DMM
Certified Divorce Financial Analyst (CDFA)
Personal Affairs Administrator, Inc. dba
Divorce Financial Consultant

Ilene Amiel, DMM and CDFA,  is the owner of Personal Affairs Administrator, Inc (PAA), a daily money management and divorce consulting firm.

Ms. Amiel specializes in helping individuals manage their daily finances including financial organizing, bill paying, budgeting and retirement planning. Clients include solo agers, recent widows and women in the process of divorce. Ilene works with Executors/Administrators on all non-probate matters in settling estates as well as a contractor for T & E attorneys.

Prior to founding PAA, Ilene was a Comptroller and Advertising Manager for several marketing firms and NYC based international ad agencies.  Ilene earned her Bachelor’s degree from Boston University’s Questrom School of Business.  She is a member of the American Association of Daily Money Managers, The Orion Resource Group, the Northern Westchester Geriatric Committee and Senior Law Day.

 

 

Joanna Feldman, Esq 
Bio - See Related Documents below

 

 

 

 

Michael Rosenman, CLU ChFC AEP is a Financial Advisor with Northwestern Mutual since 2001.  His practice focuses on Estate and Business Planning, and on the integration of long-term care funding needs into retirement planning.  Mike is the current president of the Estate Planning Council of Westchester County.  He lives in Pleasantville and enjoys road cycling, playing the piano, and bourbon and red wine in moderation.

 

 


Related Document(s):

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