PridePlanners Knowledge Circle: Aging Solo: Aging Well and Staying in Control
Includes a Live Web Event on 04/11/2023 at 12:00 PM (MDT)
- Member - Free!
LGBTQ+ elders are 2-3 times more likely to live alone and 4 times less likely to have children. This brings unique challenges for those aging solo, and opportunities for financial planners to help those clients thrive throughout their elderhood. An aging plan goes beyond estate planning -- rather, it's a plan for living and to maximize opportunities during that stage of life.
Allison O'Shea is a leader in the aging industry. She has over 18 years of direct hands-on experience working with seniors and their families in the role of Executive Director for various Senior Living companies. This experience has given her the knowledge to be a reputable voice in the confusing and overwhelming world of aging. In January of 2022 Allison opened Openly Aging, LLC and became an Aging Advisor. An Aging Advisor is a professional who works with an aging person and their family to gather the information needed to create a long- and short-term strategy to maintain independence as long as possible while being educated on all of your options for the future. The Aging Advisor along with the client and family then determine which path is best based on key elements; family/friend support, finances, and current physical/emotional needs. One of the missions of Openly Aging is to bring education to the community to be a change agent in how we talk about the elephant in the room…Aging.