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Bar Association of San Francisco Events Calendar

The Bar Association of San Francisco presents
Boomers with Aging Parents. What's Next?

October 25, 2017: 12:00 pm - 1:00 pm
MCLE Credits - 0.5 H, Lunch will be provided by ClearRock Capital.
Past Event:
This information is about a past event.
View current Events Calendar

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Tips for talking money with mom and dad

Speaker
Renee Faltings
CFP - ClearRock Capital, Senior Investment Advisor

David Cohen
Partner, Exceptional Senior Placement Services

Topics
• Mitigating emotional stress: help finding health and wealth solutions
• Housing and services for aging needs, caregiving in families
• Investing beyond 70 years old, financial planning for retirement
• How do you start a conversation about family money that includes everybody?
• Identifying beliefs and behaviors older adults consider respectful
• 5 tips for talking money with mom and dad

Note: ClearRock Capital and the Bar Association of San Francisco are not affiliated.

Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30 a.m. - 12:00 p.m.
Lunch/Program: 12:00 - 1:00 p.m.

Cost

BASF MemberComplimentary
Non-Member$30.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G171641

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar
Fax or Mail your registration: Registration Form ( PDF)

Our partners at BASFAhern Insurance Brokerage