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How to Discuss Care, Legal & Financial Planning with Aging Loved Ones
As our loved ones age, our roles within the family evolve—often requiring us to step in to assist with errands, appointments, and important decisions about their care and future. But how do we approach the tough conversations about health, care, legal, and financial planning? Regency Rosewood invites you to this heartfelt, informative workshop designed to guide you through these essential discussions.

What’s the Workshop About?

Join us for a FREE workshop with Financial Advisor J. R. Petersen from Thrivent, who will share practical advice and resources to help you navigate the complexities of caring for aging loved ones. This session will provide a supportive space to learn how to:

  • Have Difficult Conversations: Gain guidance on how to broach sensitive topics with your aging loved ones, ensuring these discussions are handled with empathy and clarity.
  • Legal Documents: Learn about the essential legal documents needed as your loved ones age and how to ensure they’re properly prepared.
  • Financial Considerations: Understand key financial topics—from budgeting for care and insurance needs to long-term financial planning—vital for managing the costs associated with aging.
  • Self-Care: Discover strategies for taking care of yourself while you care for others because your well-being matters, too.
  • Resources: Explore a variety of resources designed to support both you and your loved ones as you navigate this journey.

How to RSVP

There are three simple ways to RSVP or learn more about the event:

Join us and gain the insights you need to navigate the challenges of discussing care, legal, and financial planning with your aging loved ones. We look forward to supporting you on this important journey.