Orange County Financial Consulting Firm to Host Workshop about How to Help Aging Parents

The Orange County financial advisors of IWM Partners will host How to Help Our Aging Parents workshop on Tuesday, February 19 at 6:30 pm at its Fountain Valley office as part of its monthly educational workshop series.

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Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

Even though it affects almost everyone at some point in their lives, the issue of how to help aging parents can be overwhelming and baffling given the limited amount of discussion surrounding the topic.

Fountain Valley, CA (PRWEB) January 29, 2013

Orange County wealth management firm IWM Partners will host an educational workshop on How to Help Our Aging Parents at its Fountain Valley office on Tuesday, February 19 from 6:30 pm to 7:30 pm presented by Donna Rybacki, a Certified Senior Advisor, in addition to a panel of experts.

The panel-style educational workshop will help attendees develop the right care plan and care environment for their loved ones and will go over the different options including in-home care, assisted living, independent living, retirement communities and skilled nursing.

Confused about how to help aging parents? Struggling with siblings over the care of parents? Torn between caring for parents, family and yourself? Uncertain about how to pay for care? The workshop will help Orange County residents answer any and all of these questions.

“Even though it affects almost everyone at some point in their lives, the issue of how to help aging parents can be overwhelming and baffling given the limited amount of discussion surrounding the topic,” says IWM Partners financial advisor Shawn Hochuli. “We know this workshop will be an important resource for anyone in the Orange County area who needs guidance.”

“From economic updates to Medicare to Social Security, our monthly educational workshops have been a valuable added service for our clients as well as the community and we know that our February workshop will be no exception,” says IWM Partners financial advisor and CFP® Michael Hernandez.

Those interested in attending the How to Help Our Aging Parents workshop can RSVP at (714) 962-8000 or at info(at)iwmpartners(dot)com.

IWM Partners will also be presenting a retirement workshop at Orange Coast College with two class options: Tuesday, March 12 and Tuesday, March 19 or Thursday, March 14 and Thursday, March 21. Those interested in this workshop can call IWM Partners or visit IWMPartners.com for more details.

About IWM Partners

With more than 40 years combined experience and working with $150 million of brokerage and advisory assets through LPL Financial, our experienced financial planners have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the California based financial consultants at IWM Partners help clients move comfortably into retirement. The financial planners at IWM Partners also frequently offer Orange County retirement planning courses at local colleges and businesses. Learn more at IWMPartners.com.

The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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