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CSULB Presents Panel to Address The Aging Parent Dilemma

Published: July 15, 2009

On Wednesday, July 15, the Office of Estate and Gift Planning at CSULB, will present “The Aging Parent Dilemma: Caring for Your Parents and Yourself,” a program to discuss a variety of issues related to the topic.

The lecture is the fourth in an open-ended series of presentations to assist community members in addressing a variety of financial areas. Previous presentations have included “Transition Planning for Small Business Owners,” “Retirement Planning and Market Stress,” and “Tax Planning After the Election.”

This presentation on aging parents will be made by a panel of experts and addresses what to do when it’s time to care for an aging individual, usually a parent.

The panel discussion, which is free and open to the general public, is scheduled to be held from 7-8:30 p.m. at the CSULB offices in the Cornerstone Building at 1000 Studebaker Rd. on the corner of Anaheim and Studebaker. Free parking is easily accessible at the location and there will be light refreshments served. There will be no selling of any services at this event.

Discussion topics include How do I know when my aging parents are in trouble or need help? Where can they live if not at home? How do we discuss it? And, how will we pay for it?

“This presentation is on a topic that, if it hasn’t already, will certainly affect many of us in some way during our lifetime,” said Susan Berkman, assistant vice president of estate and gift Planning at CSULB. “The individuals we have speaking will not only discuss finances, but making care plans for an elderly parent as well. It’s a well-rounded panel and should be very informative.”

The Aging Parent Dilemma


Speaking at the event will be Cheryl Mathieu, PhD, MSW with AgingPro Eldercare Consulting; Shawn Lefebvre, a financial consultant at Lefebvre Financial Services; Michael J. McGuire, Attorney with The California Elder Law Center; and financial planner Linda Wallace, ChFC, CLU with Wallace Financial and Insurance Solutions.

For more information, contact the Office of Estate and Gift Planning by phone at 562/985-5489, by e-mail or visit its Web site.