VIRTUAL PROGRAM | Wealth, Wellness, & Wisdom Series: Caring for an Aging Loved One
Aspyre Wealth | Wealth, Wellness, & Wisdom Series Presents Caring for an Aging Loved One: Curiosity Can Be Your Superpower
When faced with caring for an aging loved one, it can feel overwhelming. You know you want to help, but you do not know what to say and where to start. To get started, you need to assess your strengths, as well as your limitations. Then you can devise a plan so you can get help when you need it. The problem is that you are busy with family, work, and life. There is simply not enough time most days, which makes you feel out of control.
In this session, I will help you build a framework, a blueprint to follow. Plus I will share how I discovered curiosity is my superpower and teach you how to be more curious, too. I see you. I understand the challenges of juggling it all because seven years ago I left my CEO job when my mom started having medical issues. My goal with this session is to help you get organized, anticipate roadblocks ahead, and navigate potential risks, so you can care for your loved one, and also take care of you.
Join us to...
- Assess your situation: Know your strengths & weaknesses, so you can start to outline a plan. Put your curiosity to work.
- Clarify the most important things in your loved one's life, as well as yours: family, health, home, career, relationships, and fun.
- Balance the competing priorities so you know the decisions you are making are the right ones for your situation. Learn how to create Decision-Free Zones. (After you get home) Now you have a plan and you can start getting things done, so you can focus on the things and people that matter most.
Angela Kreps, Chief Connector
Angela connects clients and prospective clients with people who can help them achieve their goals. Her career highlights include: 10 years as CEO of a bioscience organization; 4 years as an international Vice President; Five-time Fortune 300 Top Producer; First-ever Sales Officer at INTRUST Bank right out of college. Her business acumen, public policy expertise, and consistent ability to add record-breaking value to the enterprises she serves earned Angela recognition by Ingram’s Magazine as one of Kansas City’s Most Influential Women in 2008. Angela holds a Bachelor's degree from K-State. She lives in Overland Park with her husband and daughters.
Jamie Bosse, CFP®, RFC
Jamie is Lead Financial Planner at Aspyre, where she helps clients anticipate and overcome roadblocks, organize their financial lives, maximize their human capital, and get closer to their life goals. She was recently named to InvestmentNews 40 Under 40. A published author in the Kansas City Star, KC Parent, Investment Advisor, and three of her own books, Jamie holds a Bachelor’s Degree in Personal Financial Planning with a minor in Business Administration. She enjoys volunteering, especially mentoring, with Junior Achievement and at her church, and serving as Chair of the Personal Financial Planning Advisory Board at Kansas State University.
Jessi Chadd, MSFS, CFP®, CeFT®
Jessi views life transitions as a gift and in her work she empowers and guides individuals through them to find the lessons and growth that comes with them. Jessi joined Aspyre in 2008 after graduating from Kansas State University. Jessi completed her CFP® certification in 2010, earned her M.S. in Financial Services from The American College in 2012, and became a Certified Financial Transitionist® (CeFT) in 2019.
Joni Lindquist, MBA, CFP®
A key component in building financial wealth is one’s career path. As an executive/career coach, Joni assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions. As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals. Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm.