PLANNING A FINANCIAL LEGACY FOR THE “SANDWICH GENERATION”

The “Sandwich Generation” are adults aged between 30 and 50 who are responsible for bringing up their own children while also caring for their aging parents. This group has unique challenges and opportunities when it comes to taking part in the planning of their family’s financial legacy.

This full-day workshop will focus on financial literacy for older adults and planning a legacy and is open to seniors and their adult children.  

Kerby Centre is partnering with several other organizations to bring this information to older adults and their families,” says Kerby Centre CEO Luanne Whitmarsh. “Too often these plans are made without including everyone in the conversation and that can lead to problems, confusion, and hurt feelings down the road.”

Experts in family dynamics, wealth management and philanthropy will lead participants through an interactive workshop addressing:

  • The inter-generational conversations on wealth and inheritance
  • Flags to look for when supporting aging parents in their financial management
  • Articulating your legacy so that your "kids" hear you
  • Organizing and sourcing the documents you should have on hand

Designed for individuals and families, attendees will leave with tools, resources and connections to help guide them through the sometimes muddy waters of financial literacy.

Presenters include Gwen Becker (RBC Wealth Management Dominion Securities), Trudy Pelletier (Simply More Inc.), and Gena Rotstein (Dexterity Consulting).

The workshop will be held Tuesday June 21, 2016 8:30 to 2:30 at Kerby Centre. The workshop is $88 per person, $150 for two, and includes breakfast, lunch, and all workshop materials. Tickets and more information are available at dexterityevents.com.

 

About Kerby Centre: 

Located in the heart of Calgary, Alberta, Kerby Centre is a not-for-profit organization, committed to enhancing the lives of older adults. Since 1973, Kerby Centre has evolved into one of Canada’s flagship agencies, setting the standard for older adult services, information, and programming.

Contact: Keith Callbeck, Senior Manager – Marketing & Communications, Kerby Centre

(403) 234-6569  KeithC@kerbycentre.com

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