Event Phone: 401-732-1100
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In-Person Free Informational Session
February 12, 2025
5:30 pm - 7:30 pm
Do you have your estate plan finished, kids (or furry family members) taken care of should something happen to you? Are your retirement funds being saved at a pace that matches your health and lifestyle? Do you know what options there are for aging in your own home versus living with assistance?
If you answered “No” to any of these – this session is for you!
Do you squirm at the thought of having conversations with your loved ones about who will take care of their finances should they become ill? Or, who will be responsible for their healthcare decisions if they can’t make them? Even harder, what type of place do they want to live in if staying at home becomes too difficult?
If you answered “Yes” to any of these – this session is for you and them!
Aging confidently is about planning for the future and knowing you are prepared for the twists and turns that life brings. Being able to fully enjoy those retirement years means making decisions and taking actions now.
Get the information you need by joining us for this solution focused speaker panel!
Daphne Hamilton, Esq.
Daphne is an Attorney at McCarthy Law, LLC where she focuses on Estate Planning, Elder Law, Probate Administration, and Guardianship Administration. She earned her J.D. from Roger Williams University School of Law. Daphne is a member of the National Academy of Elder Law Attorneys (NAELA), the Rhode Island Chapter of NAELA, the Rhode Island Bar Association, the Rhode Island Bar Association’s Probate and Trust Committee, and the Rhode Island Bar Association’s Ethics and Professionalism Committee. Daphne is licensed to practice in Rhode Island, Massachusetts and Connecticut.
Paul Jones, CDP, PCP, MSEM
Paul is the owner of the Care Concierge Senior Living Advisors, a Senior Referral & Advocacy organization serving families in RI, MA and CT. Paul has many years of experience working in the senior care industry. He has experience as an Alzheimer’s Care director, an assisted living Executive Director, and as an advocate for seniors who are struggling to pay for senior care. Paul started the Care Concierge in 2019 to help seniors and their families navigate the senior healthcare industry, and currently has over 500 senior living communities in the Care Concierge network.
Jeff Massey, CFP®
Jeff is the president of Massey And Associates, Inc., a wealth advisory firm focusing on retirement planning, investment management, asset management, tax planning and legacy planning. A Certified Financial Planner™ professional with more than two decades of experience, Jeff has a weekly radio show “Massey on Money™”, hosts TV’s “RI Retirement Report” and is a frequent speaker at financial conferences and seminars. Jeff is a U.S. Army veteran and a lifelong Rhode Island resident who supports and volunteers for a number of charitable organizations.
Samantha McCarthy Jarvis, Esq.
Samantha’s law practice, McCarthy Law, LLC, is primarily focused in the areas of Estate Planning, Elder Law, Adult Guardianships and Probate. She is a member of the Rhode Island Bar Association, the Rhode Island Bar Association’s Probate and Trust Committee, the National Academy of Elder Law Attorneys (NAELA), and the Rhode Island chapter of NAELA. Samantha also volunteers as a board member for several local non-profit organizations. Samantha is licensed to practice law in both Rhode Island and Massachusetts state courts. She earned her J.D. from Roger Williams University School of Law.
Caroline Dillon, MHA, MBA
Caroline is the Executive Director at The Village Common of RI, a volunteer-driven nonprofit that aims to support older adults to age in their home and community via a network of “villages” across Rhode Island. Her previous experience includes working as a physical therapist, moving over to senior hospital administration and then healthcare consulting, and in her free time, volunteering in various sectors. Caroline has a Master of Science in Healthcare Administration, a Master of Business Administration, and a Bachelor of Science in Physical Therapy.
Thank You to Our Sponsors
Presenting
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SENIORS RULE
Venue: The Loom Hotel
Venue Phone: 401-734-4460
Venue Website: https://www.theloomhotel.com/
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