Hosted by: Laura Hawley Special guest: Troy Garcia

Host
Laura Hawley – CFP®, Vice President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Steve Bissonnette – President at Volunteers in Service to the Elderly (VISTE)
Lori Fischer – Paralegal/Guardianship Expert with Martin Law Practice

In this episode, we discuss the very important topic of how to plan for aging, just as we do plan for college and retirement. We also welcome our special guests, Steve Bassonnette; who is president of VISTE, to discuss what VISTE does on a regular basis for so many individuals here in Port County, and also, Lori Fischer; who is with Martin Law Practice and does a great work in Guardianship.

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through LPL Financial, a registered investment adviser, or Allen & Company of Florida, LLC. DBA Allen & Company, a registered investment advisor and affiliate of LPL Financial.

Guests appearing on the show and their respective companies are not affiliated with LPL Financial or Allen & Company.

In this episode we cover:

• Planning for aging, just as we plan for college (1:00)
• What kind of boundaries should people have when it comes to housing? (3:05)
• Some questions we need to be asking ourselves or those loved ones that need that help (5:00)
• Planning for aging in place (9:34)
• A little background about VISTE (15:55)
• Talking about guardianship with Lori (21:18)
• As we grow older, how do we make sure we can be just as independent as possible? (35:25)
• Access to technology in aging (38:06)

Links From the Show:

• Allen & Company
• Assisted Living Facilities
• Facebook
• Facetime
• Guardianship
• Long Term Care Policy
• Medicaid
• Medicare
• Pension
• Social Security
• VISTE

Connect with:

Laura Hawley – CFP ®, Vice President, Financial Advisor at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP ®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia