04/26/2018 7:30 am-9:30 am

    Event Details

    Creating Your Action Plan for Successful Aging and Retirement

    Join former Wisconsin Governor Martin J. Schreiber, Dirk Steinert, MD and John Hell, Trust Officer and Wealth Manager as they discuss ways to help you create your action plan for your next life stage.

    Aging is a natural progression in life. It is inevitable. However, successful aging requires planning. Now is the time to make sure your financial, medical and living needs will be met as you transition through life. Whether you are planning for yourself or your parents, our experts will enlighten you on the things you need to consider now to make sure you are prepared for the future.

    Martin Schreiber

    Author of My Two Elaines: Learning, Coping, and Surviving as an Alzheimer’s Caregiver

    Former Wisconsin Governor Martin J. Schreiber will share lessons from his decade-plus journey as a caregiver for his wife Elaine who lives with Alzheimer’s disease. Gov. Schreiber will candidly describe his challenges and missteps, and highlight how compassion and humor provide comfort to both the caregiver and the person with dementia. His raw honesty and practical advice will inspire other caregivers to find patience, courage and love as they climb the Alzheimer’s mountain.

    Dirk Steinert, M.D.,  Internal Medicine, Ascension Medical Group.

    Care options can be overwhelming when you are faced with health concerns. Dr. Steinert will discuss identifying needs, what questions to ask, the importance of documents such as your Health Care Power of Attorney and other resources you should be aware of.

    John Hell, Trust Officer and Wealth Manager, SVA Plumb Financial

    Financial planning changes as you progress through your life. Reviewing and adapting your plan in the later stages of life will help you provide for your spouse, your family and yourself as your needs change.

    Register at www.svaplumb.com/events/PlanApril26


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