Sandwich Generation Playbook: Navigating Wealth, Wellness & Long-Term Care
Schedule
Sat May 30 2026 at 10:00 am to 12:00 pm
UTC-05:00Location
Retreat at Carrollton | Carrollton, TX
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Aging well requires more than luck—it requires a plan. Designed to help older adults and their families navigate senior care decisions.About this Event
Aging well requires more than luck—it requires a plan. Join us for a complimentary educational seminar designed to help older adults and their families navigate the complex financial, legal, and housing decisions before an emergency forces your hand.
Light breakfast & beverages will be served. Registration is required and there is no cost to attend.
You will learn:
- How to preserve assets and pay for long-term care without draining your savings.
- Which legal documents are essential to keep you in control of your medical and financial decisions.
- How to evaluate senior living options before you need them, avoiding hurried choices.
Agenda
🕑: 10:00 AM - 10:30 AM
Long-term Care Insurance
Host: Mark Howard - Founder at Momentum Wealth Strategies
🕑: 10:30 AM - 11:00 AM
Estate Planning
Host: Donna Phillips Wood - Attorney at D.P. Wood
🕑: 11:00 AM - 11:30 AM
Senior Living
Host: Stephanie Valadez - Owner at Assisted Living Locators
🕑: 11:30 AM - 12:00 PM
Assisted Living Tour
Host: Holly Bagwell - Sales Director at Retreat at Carrollton
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Where is it happening?
Retreat at Carrollton, 4010 Nazarene Drive, Carrollton, United StatesEvent Location & Nearby Stays:
Tickets
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