Wakefield: THE MASTER PLAN

We will be serving lite bites and water at this event

Life after 55 comes with big decisions—when (and how) to rightsize your home, how to prepare for long-term care, and how to protect your financial future. Too often these choices are made during a period of stress.

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The Master Plan is your opportunity to get ahead! In one empowering evening, you’ll learn how to prepare for your future and walk away with a clear roadmap to protect your health, wealth, and peace of mind for the next stage of life.

Expert speakers to include:

Liz McRae, Attorney/Estate Planning—

How to protect assets, avoid costly mistakes, and estate plan with special needs in mind.

Susan McLaren & Matt Aranson, Real Estate Experts—

How to sell smart and move on your terms

Blair Hammond, Downsizeable—

Dedicated to helping older adults and families navigate the process of downsizing and moving to a new home

Catherine Velega, Certified Financial Planner—

How to support families while navigating the complexities of aging and caregiving

Wendy Mastrogiovanni, Amada Senior Care—

Specialist and advocate for long term care insurance and helping families get connected with resources to help them afford home care

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