Financial Wellbeing Series: Planning with Confidence
Do you find the tasks of legal and financial planning overwhelming, or just don’t know where to begin? Let us help.
Parkinson’s Pointe invites you to a free, educational series open to the entire community, especially tailored for aging adults and those living with chronic illness. Whether you’re just starting to get your affairs in order or looking to fine-tune existing plans, this is a welcoming space to learn, ask questions, and take meaningful steps forward. This series is free of charge and open to the community. We will be offering a Spanish interpreter as part of this series.
Join us each Friday in September from 10:30 AM – 11:30 AM for expert-led sessions focused on financial and estate wellbeing. Each session offers valuable insights in a supportive environment, helping you reduce the stress and confusion of planning for the future.
Attend one session or all four—come as you are, when you can.
- Sept. 5 – Planning with a Purpose
- Sept. 12: Leaving It Right, Not Just Leaving It Behind
- Sept. 19: From Planning to Peace of Mind
- Sept. 26: Will Power: The Tools of the Trade
Let’s navigate financial wellness—together.
Our speakers are experienced, compassionate professionals who understand the unique planning needs that come with aging and chronic health conditions.
Jack Venable, CFP®, APMA®, BFATM, CLU®, CASL®, ChFC®
Financial Advisor | CERTIFIED FINANCIAL PLANNER TM
Ethos Financial Partners,
Parkinson’s Pointe board member
Gordon C. Fraser,
MSW Planned Giving Advisor
Member: Pittsburgh Planned Giving Council, and
Association of Fundraising Professionals, Western, PA.
Adele Cannell
Former Major Gift Officer
University of Pittsburgh
Skip Reynolds
Estate Planning and Elder Law Attorney
Skipton Law
