The Conversation You've Been Avoiding: Aging and Finances
The Conversation You've Been Avoiding: Aging and Finances
Money is one of the hardest things to talk about with the people we love — and one of the most important. Join us for an online conversation about how to open up the financial side of aging with your parents (and yourself).
You'll hear from end-of-life planners from The Heartwood Collective, who will share a framework for approaching aging conversations across the topics that matter most. Then Ren, a financial planner at Barnum Financial who specializes in midlife women, will walk us through the financial landscape — including the gotcha-moments most families don't see coming.
In one interactive, judgment-free hour, you'll leave with:
Why this conversation feels so loaded — and a few ways to actually start it
A framework for approaching aging conversations with your loved ones
A clearer picture of the financial side of aging, and what to watch for
Why now? About 70% of people over 65 will need long-term care at some point, and caregiving for older adults has gone up roughly 30% in the last decade.* Gen X and elder millennials are already stretched — working long hours, raising kids, running households, and managing our own health. About half of American families still haven't had a real planning conversation about finances, housing, or values around aging.
Here's the thing: when you skip the conversation, you end up making decisions in crisis. And decisions made under that kind of stress tend to land badly — for your loved one, your family, and your bank account.
This session won't be recorded, so you'll want to be there live. Everyone who joins also gets a complimentary 15-minute consult with Ren to start mapping out your own family's picture.
Hosted by Bonnie Lerner, MPH | Founder, KinForward
Expert Presenters:
Ren Fakonas, CFP, ChFC, Financial Advisor at Barnum Financial Group
Jennifer Tadjedin, End-of-Life Planner & Doula | Owner, The Heartwood Collective
Karen Callahan, End-of-Life Planner & Educator | Co-Creator and Facilitator, The Heartwood Collective
*Sources: U.S. Department of Health and Human Services; Health Affairs (2025)
Ren Fakonas is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. KinForward and The Heartwood Collective are not a subsidiaries or affiliates of Barnum Financial Group or MML Investors Services, LLC, or its affiliated companies. CRN202908-11183494