Sign in
Sign in

Webinar Recording | Elder Care: How to Protect the People Who Protected You

The recording of our webinar on the importance of elder care is now available.

Our elders are our teachers, our guides, and our protectors: from an early age, they instill in us the tools and values that shape our lives. The aging process often comes with physical and emotional challenges that can make life difficult for our elders, and we have a responsibility to protect them — just as they once protected us.

On May 19th, SWP’s Marcie Nach was joined by Teri Dreher, and Jackie Melinger for a conversation on the importance of elder care and the roles we can play in providing it for our loved ones. Marcie, Teri, and Jackie discussed some of the ways you can support your elderly loved ones through the challenges of aging, including: 

  • Handling changing circumstances
  • Various ways to help seniors remain independent
  • The most common scams targeted at the elderly — and how to avoid them
  • Identifying the right resources to guide family members

Marcie Nach, CFP®

Financial Planner

mnach@stratwealth.com
View author's bio

Categories

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Investments
ESG Investing: Is It Right For You?
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio. When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
Read More
Current Events
Should I Stay or Should I Go?
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash: Should I stay or should I go now? If I go, there will be trouble And if I stay it will be double So come on and let me know Should I stay or should I go?* I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.)  Nonetheless, I do think it provides an appropriate framework for examining today’s investment world. So, let’s take a look at the cases for “going” and for “staying.”
Read More
Financial Planning
Money Lessons from SWP Wealth Advisors
In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.
Read More