Prioritizing Planning Helps Families Manage Financial Risks of Alzheimer's and Dementia

Caring for someone with cognitive decline is a long, stressful, emotional journey. There are also significant—and unexpected—financial impacts on caregivers. Join us as we explore how cognitive decline can have devastating impacts not just on those diagnosed with the disease, but on their caregivers as well. We’ll provide actionable ideas for helping you prepare the expected on your journey forward.

About the Speakers

Gabrielle Clemens, JD, LLM, CDFA®, AEP® I Managing Director - Wealth Advisor

Gabrielle Clemens is an accomplished financial planner and wealth advisor with nearly 30 years of professional experience and deep expertise in helping her clients navigate a broad range of financial challenges associated with significant life changes. Although she has a broad-based clientele, Gabrielle primarily works with high-net-worth and divorced or divorcing individuals and couples. A Certified Divorce Financial Analyst and Accredited Estate Planner, Gabrielle has presented divorce financial planning seminars and workshops throughout New England, is a frequent guest on local and national media outlets and performs many public speaking engagements. More information about the speaker here.

Lisa M. Austin, AAMS®, CSRIC® First Vice President - Wealth Advisor

Lisa is a Chartered SRI Counselor™ and works with our socially-conscious clients in building sustainable investment strategies. She helps clients integrate environmental, social and governance (ESG/Impact Investing) criteria in to their portfolio allocation process. She offers a holistic approach to comprehensive wealth solutions focusing on wealth and estate preservation strategies. Lisa is adept in insurance, risk management and estate and income tax planning services. She is licensed for life, accident and health insurance. Lisa started her career in the financial services industry in 2005 at UBS where she was a vice president. Lisa received her Bachelor of Arts degree in women’s studies with a minor in economics from the University of Massachusetts, Amherst. Lisa is an advisory committee member for the Betty Petersen Conservation Fund protecting birds and their habitats in the Caribbean. She is a member of the Harvard Travellers Club and Fresh Pond Ladies Golf League. She is an avid golfer, paddler, birder and loves to explore the great outdoors.

Date and Time:
September 21, 2021
5:00-6:15 PM EST

Location:
Zoom

Cost:
Members: $0; Non-Members: $0

Given our mission is to promote women's development in STEM we would like to offer a free spot in our workshops to those in transition between jobs or who cannot afford the ticket price. Please contact [email protected] if you qualify.