Chalk Talk: Creating Your Solo Aging Plan
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific
~30-45 minutes
Recorded and able to retrieve for one week
How: Zoom Meeting
Free for current clients, $10 for guests
Creating Your Solo Aging Plan
Hosted by: Jennifer Bush, CFP®
Guest Speaker: Ailene Gerhardt,
Founder Beacon Patient Solutions LLC and the Navigating Solo Network
Solo agers are adults who are facing a future of aging alone. These adults may include individuals or couples without children, people who never married, individuals who lost a spouse to divorce or death, and people who are estranged from their children or live far away from them. It’s important to note that some individuals do not intend to age alone but still find themselves navigating senior life as a solo ager. The best way to make the most of life as an independent older adult is to plan for your home, finances, medical needs, and social community before your health declines.
Join us for a discussion on the unique planning needs of solo agers, what resources are available, and how to put together your own solo aging plan.
Readings:
- Essential Planning for Solo Agers – https://lifecareaffordability.com/solo-ager/
- Solo Aging and the Importance of Building a Local Support Network – https://generations.asaging.org/solo-aging-and-building-local-support-network
- Navigating Solo Network Resources Library – https://navigatingsolo.com/resources
Ailene Gerhardt, MA, BCPA, CSA, is an Independent Board Certified Patient Advocate (BCPA), Certified Senior Advisor, Solo Aging educator, and founder of her national patient advocacy practice Beacon Patient Solutions LLC in 2018. After growing up in South Florida, Ailene moved to Massachusetts to attend college. In the years that followed, Ailene received her undergraduate degree from Clark University and her master’s degree from Brandeis University.
In the fall of 2021 she launched the Navigating Solo Network: The Path to Dynamic Solo Aging Starts Here™ which includes a national website, a growing network of members, and an online clearinghouse featuring resources specifically for Solo Agers.
Ailene is a sought-after speaker and has offered over 120 community education talks and classes since the Spring 2018. In addition to her groundbreaking work with Solo Agers, Ailene serves as the Vice President of the National Association of Health Care Advocacy (NAHAC) Board of Directors. Over the past year, her strategic thinking and technical skills have supported NAHAC in its work with the Coalition of Health Care Advocacy Organization (CHCAO) and the building of the new NAHAC website. She also serves on the Steering Committee of the Massachusetts Health Care Advocates (MAHCA). Ailene earned her Certified Senior Advisor (CSA) credential in April of this year.
