What is a Daily Money Manager and How We Serve our Clients and Their Families
June 2021 – Kay Bransford shares how Daily Money Managers work with their clients, their families and other professionals serving older adults in this recorded online discussion with Steve Gurney of the ProAging Network.
What to Save and What to Shred as You Age
Watch the recorded webinar from May 2019 hosted by Egan, Berger, Weiner Financial Planners here.
Adult Family Caregiving 101
You see the pile of bills on the dining room table; you ended up in the emergency room after a critical event; you started to notice real changes in your parent’s thinking and behavior. We will discuss how to move from adult child to family caregiver while avoiding conflict and maintaining dignity for your loved one. You will learn how to go from overwhelmed to ordered starting with three simple things you can do to manage well on your caregiving journey. The first two are simple to do, but the last one will take time and effort. You should do all of these with your loved if they are able to participate. Everyone wants purpose and meaning, and as they are facing a health issue, it’s nice to be included in the process as well as it can build understanding and trust that you are mindful of their needs and priorities.
“Adulting” Doesn’t End at 40, 50, or even 60
Life contains a variety of gating events that require knowledge of and attention to our financial health and well-being. While the Millennials coined “Adulting” to recognize the mundane but necessary tasks of a responsible adult. We are sometimes unaware of the key items that support financial success. Join Kay Bransford, President of MemoryBanc as she helps you navigate and organize vital information to make life easier to manage for you and your family.
We are not doing live events at this time. If you would like to host an online workshop for your members or customers, you can invite Kay Bransford to speak by contacting our offices at 703.436.2827.
Why It’s Important to Create Your Personal Information Roadmap
As we face unprecedented times and have more time on our hands than we imagined, now is the perfect time to get create your own personal/household information roadmap. Many couples divide-and-conquer household information, and the 107 million single adults do not often consider who would step in to help if they ever needed help.
In this webinar, you will learn about the documents, accounts, and assets that should be organized and will leave with a step-by-step guide to collect this information. Kay Bransford, author of “MemoryBanc: Your Workbook for Organizing Life” will cover:
– Which documents are important.
– Why your information should be organized.
-What to save and what to shred.
– When to share this information with others.
– The key estate planning documents every adult should have.
Every participant will receive a complete organization checklist, a guide on what to save and what to shred, and the FTC Shredding Infographic.
OTHER POPULAR PRESENTATIONS INCLUDE:
What to Save and What to Shred?
Many of us are overwhelmed with all the information we are keeping in our heads, on our phones, in file cabinets and safe deposit boxes. Learn what documents are important, how to clear out unneeded papers and when and how to share this information with loved ones.
Caregiver Academy: From Overwhelmed to Ordered
Become a world-class advocate for your loved one. Learn the key information you will need to navigate your journey and help protect your loved one from elder abuse and fraud.
If you are interested in having Kay speak, you can learn more about her topics and see some samples of her presentations. Kay is invited to speak on a variety of subjects and recent speaking engagements include:
– American Association of Daily Money Managers (AADMM), Maryland Chapter
– Arlington County Aging & Disability Services
– Arlington County 55+ Programs
– Arden Courts
– Asbury Methodist Village
– Brightview Senior Living
– Cherrydale United Methodist Church
– Chevy Chase Community Center
– Egan, Berger & Weiner
– Fairfax County Long Term Care Coordinating Council
– Fairfax County Positive Aging Fair
– The Fairmont
– The Fairfax at Belvoir Woods
– Gaithersburg Community Center
– Great Falls Assisted Living
– Goodwin House of Alexandria
– George Washington University
– Hartford Funds
– Insight Memory Care
– Lion’s Winter Conference
– McLean Community Center
– National Association of Professional Organizers
– National Association of Professional Women in Mortgage
– Prince William Chamber of Commerce
– Provident Presbyterian Church
– Reston Community Center
– Rockville Senior Center
– Rotary Club of Tyson’s Corner
– Vienna Women’s Luncheon
– Vienna Community Center
– Women’s Executive Lunch
If you would like to extend an invitation to Kay Bransford to speak, contact our offices at 703.436.2827.