Episode #25: Financial Planning for our Aging Parents

May 7, 2021

In today's episode, Olivia speaks to two seasoned financial planners, Derrick Murray and Adrian Davis, on things we should know as children of aging parents. Adrian is a CPA and a financial advisor. She works with Northwestern Mutual Goodwin in Atlanta, Georgia and has been in the financial industry for about 10 years now. Derrick is a certified financial planner who has had his practice with Northwestern Mutual for eight years.

 

In nutshell, they talk about:

 

• Who financial planners are, and what they do
• Reasons why someone would need a financial planner
• The kind of conversations children with aging parents should have in regards to their finances and assets
• Tips and tricks on how to start the estate planning conversation with our aging parents 
• What long term financial planning looks like 

...and so much more!

 

Connect with Olivia:

 

Facebook: Olivia Smith

Instagram: @ocsmith960

 

Check out the SR Law Group:

 

Website: www.srlawgrp.com

LinkedIn: SR Law Group

Instagram: @srlawgrp

Facebook: SR Law Group

Tweeter: @srlawgrp

 

Let’s continue the conversation in our Free Facebook group!: 

 

Black Parents Aging