For Your Heirs: Preparing for Financial Circumstances of Aging and Disability

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Ask the Experts Talk with Barbara Roden, Senior Helpers and Patrick O'Neill, CFP, Financial Advisor with O’Neill Blausey Hartsock Group at Morgan Stanley. Presented at Services for Older Citizens (SOC), April 20, 2017.

Health and money are a top concern for everyone, yet so few prepare for financial circumstances of failing health. We'll all be faced with the reality that we are unable to make important decisions regarding finances and medical care.

This video will inform you and help adult children talk with their parents about the practical and financial realities of aging or debilitating illness.

Barbara Roden is owner and Director of Client Relations at Senior Helpers of Farmington Hills and Grosse Pointe. Barbara is also a board member on the Alzheimer's Association of the Greater Michigan Chapter.

Patrick O'Neill has been in the investment profession for over 34 years with a focus on retirement planning for individuals and small business owners. He works closely with local corporations to provide retirement programs and initiatives to help clients transfer from their working careers into retirement.

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