Protecting Finances and Independence (IN PERSON)
About this event
Penn's Village Business members Liz Dunleavy with Kith Care, Bode Hennegan of Life Managers, and Felicia Greenfield along with Rebecca Thompson, offer a panel discussion on best practices on finances, preventative strategies and recognizing (and avoiding) scams. Maintain independence while safeguarding finances through practical, preventive strategies. Learn to recognize and prevent common scams, reduce risk through effective oversight, and support older adults without limiting autonomy. Explore proven methods, professional resources, and tools that help individuals and families stay confident, informed, and financially secure throughout the aging process.
Panelists:
Liz Dunleavy is a licensed social worker and Certified Care Manager with an emphasis in gerontology.
Felicia Greenfield is a licensed clinical social worker working as a therapist in private practice. Felicia helps people navigate changes related to life transitions, aging, memory change, caregiving, grief, and loss.
Rebecca Thompson is a Wealth Advisor with the Bala Cynwyd office of Beacon Pointe Advisors, the largest woman-run Registered Investment Advisory firm in the country. She is a proud Villanova University graduate and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation
Bode Hennegan is a passionate advocate for independent aging and an experienced resource for aging in place in the Philadelphia region. She holds an MBA from St. Joseph’s University and a BS in Management from Thomas Jefferson University. She is a Certified Aging in Place Specialist.
Event Contact(s)
Rachel Amin
Category
MacColl Room Programs
Registration Info
Registration has closed - Event is past
Penn's Village Business members Liz Dunleavy with Kith Care, Bode Hennegan of Life Managers, and Felicia Greenfield along with Rebecca Thompson, offer a panel discussion on best practices on finances, preventative strategies and recognizing (and avoiding) scams.
Maintain independence while safeguarding finances through practical, preventive strategies. Learn to recognize and prevent common scams, reduce risk through effective oversight, and support older adults without limiting autonomy. Explore proven methods, professional resources, and tools that help individuals and families stay confident, informed, and financially secure throughout the aging process.
Panelists:
Liz Dunleavy is a licensed social worker and Certified Care Manager with an emphasis in gerontology.
Felicia Greenfield is a licensed clinical social worker working as a therapist in private practice. Felicia helps people navigate changes related to life transitions, aging, memory change, caregiving, grief, and loss.
Rebecca Thompson is a Wealth Advisor with the Bala Cynwyd office of Beacon Pointe Advisors, the largest woman-run Registered Investment Advisory firm in the country. She is a proud Villanova University graduate and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation
Bode Hennegan is a passionate advocate for independent aging and an experienced resource for aging in place in the Philadelphia region. She holds an MBA from St. Joseph’s University and a BS in Management from Thomas Jefferson University. She is a Certified Aging in Place Specialist.
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