Lunch & Learn
Aging Wisely
Several experts in the fields of finance, law, insurance, and geriatric care will answer your specific questions in an in-depth 60 minute session
Several experts in the fields of finance, law, insurance, and geriatric care will answer your specific questions in an in-depth 60 minute session
- Date: Wednesday, May 19
- Time: 12 PM EST
- The event is free to attend.
- If desired, please submit your questions to be answered
- Once you register, we will send you access details
Save your seat!
About Your Hosts
Judith Heft
Jennifer Pilcher
Sara Meyers
Todd Robison
Maura Carley
Judith Heft
Judy Heft is the founder and president of Judith Heft & Associates celebrating over 25 years helping high net worth individuals and small businesses with bookkeeping and bill pay.
Judy Heft is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her book, “How to Be Smart, Successful and Organized, for a Better Today and Tomorrow, “is available on Amazon.
Judy Heft is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her book, “How to Be Smart, Successful and Organized, for a Better Today and Tomorrow, “is available on Amazon.
Jennifer Pilcher
Dr. Pilcher was awarded her doctoral degree in Gerontology from the University of Massachusetts in Boston in 2005. Her professional experience has focused primarily on care and housing arrangements for elders with Alzheimer’s disease and related dementias, including policy and fundraising work for several Alzheimer’s Association.
In 2018, Dr. Pilcher founded Clear Guidance in order to return to her passion of working directly with clients and their families. Dr. Pilcher also presently serves as President of the New England Association of Aging Life Care and is the Editor in Chief of the Journal of Aging Life Care.
In 2018, Dr. Pilcher founded Clear Guidance in order to return to her passion of working directly with clients and their families. Dr. Pilcher also presently serves as President of the New England Association of Aging Life Care and is the Editor in Chief of the Journal of Aging Life Care.
Sara Meyers
Member of the firm of Enea, Scanlan & Sirignano, LLP, having joined the firm as an Associate in July 2007. She concentrates her practice on Elder Law, Trusts & Estates, Special Needs Planning, Guardianships, and long-term care planning strategies, with a focus on Medicaid home care and nursing home. She has been named to the 2013-2019 New York Metro Super Lawyers list in Elder Law.
Prior to Enea, Scanlan & Sirignano, Ms. Meyers was a staff attorney at the Sadin Institute on Law of the Brookdale Center on Aging (December 1999 – June 2007) and the New York Legal Assistance Group (September 1995 – December 1999).
Prior to Enea, Scanlan & Sirignano, Ms. Meyers was a staff attorney at the Sadin Institute on Law of the Brookdale Center on Aging (December 1999 – June 2007) and the New York Legal Assistance Group (September 1995 – December 1999).
Todd Robison, CLU
President and Founder of Cedar Point Financial Services LLC—a national, independent, and high end life, disability, and long term care insurance brokerage headquartered in Westport, CT. He has been in practice since 1992 specializing in wealth transfer and estate planning, life insurance policy review, life settlements, asset protection, executive benefits, and tax control strategies. He has been a member of the Million Dollar Round Table™ , an exclusive forum for successful life insurance and financial services professionals committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. He is also a member of the Association for Advanced Life Underwriting, the trusted voice for advanced life insurance professionals in Washington for more than 55 years.
Maura Carley
Founded Healthcare Navigation, LLC in 1999, based on a passionate belief that consumers and patients deserve professional guidance in dealing with an increasingly complex and adversarial healthcare world. Clients include individuals, families and businesses.
Carley is also the author of Health Insurance: Navigating Traps and Gaps, which became Amazon’s #1 best seller on health insurance shortly after its publication in 2012 and was awarded the Living Now Book award in 2015. In 2017, Carley was honored as one of fifty Health and Life Science leadings professionals in the U.S. by Irish America Magazine and ICON plc, a global clinical research company.
Before founding Healthcare Navigation, Carley served in executive positions both in the hospital and insurance industries.
Before founding Healthcare Navigation, Carley served in executive positions both in the hospital and insurance industries.
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