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Helping Your Aging Parents Discussion: Senior Living, Wealth Management, Downsizing and Legal Matter
On January 10th at 12pm, Fairfield County based advisors will offer their expertise and advice for your aging parents on senior living solutions, financial planning, legal matters and downsizing. Please feel free to bring a brown bag lunch. Beverages will be served.
The panelists include:
Wendy Day, CSA, Owner, Dwell Senior Advisors
As the owner of Dwell Senior Advisors, Wendy Day is a trusted guide for families navigating the senior living landscape. She helps match clients with assisted living communities tailored to their location, budget, culture, and care requirements. Additionally, Wendy has extensive knowledge of home care agencies and can provide personalized recommendations for loved ones wishing to age in place.
Zahya Beall, Founder & Owner, Damefender Financial Partners
With over 20 years of experience in tax-efficient investments, insurance, and wealth protection, Zahya is committed to empowering clients through education. She excels at simplifying complex financial concepts into actionable insights, enabling clients to make informed decisions about their financial future.
Alessandra M. Messineo Long, Founder & Principal, The Law Offices of Alessandra M. Messineo Long, LLCAlessandra Messineo Long brings extensive expertise in wills, trusts, estate administration, probate, business law, and non-profit organizations. She advises individuals, families, and business owners on creating robust legal documents such as wills, revocable living trusts, and irrevocable trusts. Recognized as one of Fairfield County's top lawyers (2021–2024) and a recipient of the Lawyers of Distinction award for Wills and Trust Law (2020–2024).
Andrea Ruby, Founder & CEO, Living Forward, Move Management
Andrea Ruby and her team deliver end-to-end moving solutions designed to cater to each client's unique needs. From space planning and downsizing to packing and coordination, Living Forward ensures a seamless transition. Their expertise removes the stress of moving, allowing clients to focus on living forward with ease and confidence.
Contact:
Wendy Day, Certified Senior Advisor
Dwell Senior Advisors
[email protected]
(203) 979-8825
Perrot Memorial Library
90 Sound Beach Avenue
​Old Greenwich, CT 06870
[email protected]
(203) 637-1066
Event Links
Facebook: https://go.evvnt.com/2816387-0
