Bridging Potential Gaps: Are you Caring for a Parent, Partner, or Loved One?

This can be overwhelming and difficult. First, you want to be sure they are in a safe environment and getting proper care. Then you want to help manage their finances, making sure they have enough money, the investments are proper and the bills are paid on time. You need time, knowledge, and resources. We can help!

Discussing

Things to know when navigating the healthcare system

Diane Gotebiowski PT, DPT, VP of Client Services with EVERHOME Care Advisors, LLC

  • Being a Health Care Advocate
  • Hospital Stay vs. Observation
  • Medicare vs. Medicaid
  • How to Ask For What You Need
Legal Assistance During Stressful Times

Louis W. Pierro, Esq. founding partner, Pierro, Connor & Strauss, LLC will help navigate legal considerations when caring for someone; covering topics such as:

  • Asset Titling
  • Wills & Trusts
  • Power of Attorney
  • Guardianship
  • Special Needs & Asset Protection Trusts
  • Protecting Senior from Predators
Financial Management

Michael D. Bates, Sr. Business Development Officer with Trustco Bank Wealth Management, will cover:

  • Risks to Financial Well-Being
  • Core Considerations When Managing Someone Else’s Finances
  • Investment Choices
  • Trust Administration

Non-deposit investment products.

October 4, 2024

Bridging Gaps/ Caring for a Loved One
9:30am
Delmar Branch
167 Delaware Ave, Delmar, NY 12054
Phone: 518-439-9941

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