Understanding the Issues Elderly People Face and How Those Issues Affect Organizers with Rebecca Eddy
Rebecca will discuss how organizers can work with seniors, the role that organizers play in working with support teams for seniors, and give examples of client situations that organizers may face.
Bio: Rebecca is a founding partner of Eddy & Schein, which manages personal, financial, legal and health insurance matters and coordinates clients’ relationships with their trusted advisors. She has an MBA from Yale School of Management and is a certified Professional Daily Money Manager. Rebecca is the President of the Greater NY Chapter of the American Association of Daily Money Managers and is a member of the Board of Savvy Ladies. She speaks regularly about planning for senior years.
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