Altair 2021 Virtual Spring Forum

Wednesday, April 21st & Thursday, April 22nd, 2021

Thank you to everyone who joined us online for Altair’s 2021 Virtual Spring Forum Leave Nothing to Chance: Proactive Planning for Longevity. This year, to enhance the virtual format experience, we divided our normal single day event across two morning segments.

About this program:

COVID-19 has been a wake-up call about the risks and vulnerabilities associated with aging. Whether for ourselves or our parents, we all hope for a long, fulfilling life where our later years are determined by our own choices. However, very few of us take the time to formalize plans and have the deliberate conversations necessary for achieving that outcome. The result – families are left to make decisions in crisis.

In our two-day virtual program, a panel of experts introduced a new, useful framework for organizing, documenting, and completing the many tasks needed to plan for longevity. This purposeful approach not only ensures an individual’s wishes are known, it reduces the strain on loved ones from having to make difficult choices without input or support.

To view the detailed event agenda, click here.

DAY ONE

Overview of Issues

What’s Involved? A Comprehensive Framework for Longevity Planning
James Grubman, PhD, Neuropsychologist, Founder, Family Wealth Consulting

Tips for Discussing Aging Issues as a Family
An interview with Mardy Chizek, RN, FNP, Founder, Charism Eldercare Service Case Manager, Eldercare Navigator

WATCH DAY ONE RECORDING

DAY TWO

Interactive Workshop

Making Choices and Documenting Decisions Before They Are Needed

James Grubman, PhD, Neuropsychologist, Founder, Family Wealth Consulting

Stories from the Front Lines: Perspectives on Aging Issues from Different Disciplines

Rebekah Kohmescher, CEO, Altair Advisers

Joanne Dunphy Flynn, Founder, Consultants on Disability

From Hope to Action – Implementing Your Top 3 Priorities

James Grubman, PhD, Neuropsychologist, Founder, Family Wealth Consulting

WATCH DAY TWO RECORDING

Other Event Resources:

PROGRAM WORKSHEET

PROGRAM SLIDES

ASSET AND DATA INVENTORY

ALTAIR CLIENT ORGANIZER


For more information about past or future Altair events, please contact our Marketing team at marketing@altairadvisers.com