BREAKOUT 2: Age Healthy, Wealthy & Wise

Longevity is a gift only if you know how to use it. Covie will share insights from vibrant elders about the factors that allowed them to design meaningful later lives as well as the best practices that each of us can put in place today to ensure that our aging impacts our families more positively than negatively.

Covie will lead us through a planning process to help families get started, based on how she has observed other families successfully navigate the longevity journey.

Presenter: Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC