The Sandwich Dilemma: Taking Steps to Ensure Your Parents' and Kids' Futures

Tuesday, July 17, 2012

Lunch and Book Signing: 12:45 p.m.
James R. Wilburn Auditorium
Pepperdine University, Malibu, CA

Cost: $25, includes lunch, parking and continuing education credit.

Many adults are sandwiched between two exorbitant costs: their children's education and caring for their elderly parents. Working through this time is complex and can be difficult. How do you communicate about financial and health concerns? How do you begin to fund an education and a retirement, let alone both, and how do you take care of your own financial future in the meantime?

This half day seminar will provide useful strategies and guidance on the following:

• How to communicate with elderly family members and loved ones to bring up areas of concern and initiate transition?
• What are some financial vehicles to put in place so that affording good care for parents and an education for children (or other large expense) is possible?

Featuring:

David Solie, MS, PA
Educator, Clinician, and Author of How To Say It To Seniors: Closing the Communication Gap with Our Elders

Stephanie Buckley, JD, LLM
Associate Vice Chancellor
Center for Estate and Gift Planning
Pepperdine University

Caroline Cicero, PhD, MSW, MPL
Director
Southern California Health and Aging Public Policy Institute and the Center for Visual Gerontology