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June 21, 2023

Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning

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Lifestyle Services welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children.

Learn when and how to put a care plan in place and how to work with your financial advisor to ensure care for you and your loved ones is covered. Hear about different care options, current challenges in the industry, and how proactive decision-making can reduce stress and lead to a more successful outcome.

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About the Author

Brad Levin

Senior Wealth Advisor

Brad Levin is a Managing Director and Senior Wealth Advisor at Focus Partners. He brings nearly 30 years of experience as a financial advisor and many years as a business owner prior to joining the firm. He works closely with partners in our Family Office and Business Management groups to serve the needs of successful entrepreneurs, executives, entertainers, and their families.
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