Register Today

Complete the form below to register for the complimentary webinar, Talking About the Future with Your Parents.
 

 
Join us for a 30-minute webinar exploring the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.  

Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.

Boston Private Bank & Trust Company, its parent, its subsidiaries, and their staff, do not provide tax, accounting or legal advice. You should consult with your legal or tax advisor prior to taking any action relating to the subject matter contained on this website.

Investments are not insured by the FDIC or any other government agency, are not guaranteed by Boston Private Bank & Trust Company or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.

WEBINAR: Talking About the Future

 

Wednesday June 21, 2017 
12pm ET / 9am PT


Also held at 3pm ET / 12pm PT view here

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Boston Private experts Marie Del Rossi and Kathleen Kenealy will share their insights and real life experiences to explain how families can come together to overcome negative family dynamics and reach agreement about how best to carry out the long-term wishes of parents as they grow older, including tips for splitting care taking roles and the critical steps for developing a family financial plan. 

For these families or those approaching this life stage, the time has come to initiate conversation with siblings, parents and others regarding their parents future care, needs and wishes.   

Liz Moyer, a financial and wealth management journalist who has written for Forbes, the New York Times and Wall Street Journal will be our moderator for this session.  Join us for a 30 -minute complimentary webinar to:
  • Learn some of the hard lessons and inspiring reactions that other families have experienced as they have gone through this process with their loved ones.
     
  • Get tips about developing a family financial plan, including where to turn for help.
     
  • Hear how third-party advisors have helped diffuse difficult family dynamics to create a plan that everyone could agree on.

Meet Our Moderator and Boston Private Experts:

IN THIS WEBINAR, YOU WILL LEARN:

Liz Moyer
Moderator
Personal finance/wealth management writer  
 

Liz is a journalist with over 20 years of experience reporting on wealth, finance and banking for The New York Times, The Wall Street Journal, Forbes and other publications. She is currently an editor and contributor at New York Times' DealBook.

with Your Parents

Marie DelRossi, J.D., LL.M. 
Managing Director, Wealth Strategist
Boston Private

 

Kathleen Kenealy, CFP®
Client Advisor
Boston Private

Boston Private © 2017

With 10 years of trust administration and private wealth experience as well as 15 years working as a trust and estate attorney, Marie DelRossi brings expertise in estate planning, probate and taxation. This unique perspective allows her to effectively analyze and work with complex estate, trust and tax planning concepts for Boston Private’s high net worth clientele, assisting both individuals and families in the preservation, enjoyment and transfer of wealth.

Kathleen has over 10 years of experience in wealth planning and advisory services and specializes in working with successful individuals and families to manage and protect their assets. As a Client Advisor, Kathleen works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.