This seminar will explore options for investing in a child’s future, including custodial accounts, 529 plans, and education savings accounts.

This presentation examines how sandwich generation caregiving has expanded beyond traditional definitions and offers practical strategies for self-care, prioritization, resource allocation, and managing multiple caregiving responsibilities effectively.

Live Q&A: The Role Roth IRAs Can Play in Retirement

This workshop addresses strategies for coordinating care from far away, navigating moves across state lines, building local support networks, and effectively using technology to bridge geographical gaps while maintaining quality care relationships.