This is a special event taking place during the AGE WELL fair at the Pleasant Hill Senior Center:
In getting older, certain conversations can help create clarity and peace of mind for ourselves and those close to us. This informative panel will explore helpful topics to consider discussing with adult children—covering areas such as planning ahead, protecting assets, and easing future transitions. Join a downsizing specialist, a financial advisor, and an estate planning attorney as they share insights and guidance for thoughtful family conversations.
Our speakers for this event are:
Andriana Mendez, Certified Senior Move Manager at Custom Moving Solutions:
https://custom-movers.com/
Yvonne Ceresa, Certified Financial Planner at Edward Jones:
https://www.edwardjones.com/yvonne-ceresa
Melissa Madrid, Estate Planning Attorney at Madrid Law, P.C.:
https://www.madrid.law/
Moderated by:
Christine Sevier, Senior Living Advisor at Creating New Hope:
https://creatingnewhope.org/