News
We’ve Got This: Successful Aging Takes a Team
October 20, 2020
Unexpected long-term care expenses can impact your overall financial plan.
Our client webinar: We’ve Got This: Successful Aging Takes a Team features Jeff Maurer, Chairman of Evercore Wealth Management, Jennifer Tse, Evercore Wealth Management Wealth & Fiduciary Advisor, and Joanna Gordon Martin, Founder and CEO of Theia Senior Solutions, in an engaging discussion on managing one of life’s most challenging transitions.
You can view the presentation for We’ve Got This: Successful Aging Takes a Team here. For further information on this event, please contact Aline Sullivan at [email protected] or 203.918.3389.