Boomers Today

Jim Sloan is a 24 year financial advisor and six-time author. His books were written to help investors become financially informed and make decisions that are in their best interest. Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters and others. Jim is an educator and an Investment Adviser Representative of Foundations Investment Advisors, a SEC Registered Investment Adviser. Sponsor: www.SeniorCareAuthority.com

Dr. Ardeshir Z. Hashmi MD, FACP, Section Chief of Geriatrics at Cleveland Clinic and is the Endowed Chair of Geriatric Innovation and Section Chief/ He is Assistant Professor of Medicine at the Case Western Reserve University and the Cleveland Clinic Lerner College of Medicine. He has conducted lectures and workshops in geriatrics nationally and internationally. Under Dr. Hashmi’s leadership Cleveland Clinic Geriatrics has garnered the following milestones; Age Friendly Health Systems Committed to Care Excellence designation via the Institute for Healthcare Improvement; highest Geriatrics US News and World report national rankings in Cleveland Clinic history; national accreditation as a top tier Level 1 Geriatrics Emergency Department by the American College of Emergency Physicians. Dr. Hashmi’s niche area of interest is the intersection of affordable technology solutions and geriatric population health in the service of our most vulnerable populations. Sponsor: www.BeyondDrivingwithDignity.com

Lisa Gates has worked within the senior living industry for eight years. She has been an Administrator of an adult day health program and worked in numerous senior living communities including independent living, assisted and memory care. She also has 40 years of marketing experience and 10 years of specializing in events and promotions. In 2019, she opened a nonprofit, Metamorphosis-3 serving seniors and caregivers and offering intergenerational programs. Sponsor: www.BeyondDrivingwithDignity.com

Noha Waibsnaider is the Co-Founder and CEO of GatheringUs, www.GatheringUs.com, a company that brings communities together after the death of a loved one to support each other and celebrate their life together. Noha has been recognized as a White House Champion of Change, Women Presidents Organization’s 50 Fastest, JWI Woman to Watch, Columbia Business School’s Distinguished Alumna, and received the Ecademy Award for Entrepreneurship. At GatheringUs, she has helped over 100,000 people celebrate the life of a loved one remotely and has advised many organizational leaders on grieving virtually.Sponsor: www.BeyondDrivingwithDignity.com

Shari Haber is a former Communications Executive who led consumer technology product launches for Sony and helped Amazon, Priceline and LendingTree pioneer e-commerce. In 2017, after attempting to write a script for a TV show about Baby Boomer life, Shari founded Great Goodbyes www.GreatGoodbyes.com to inspire and empower people to die well, with a plan for a better end of life experience and a more meaningful goodbye.Sponsor: www.BeyondDrivingwithDignity.com

Debra Hallisey is a past and present caregiver. Currently caregiver to her mother, Deb lost her job due to caregiving issues and as a result, founded her company Advocate for Mom and Dad. She writes on caregiving issues for adult children of aging parents at her website www.AdvocateforMomandDad.com. Deb is the author of Your Caregiver Relationship Contract, a practical, step-by-step guide for discussing relationship issues that arise between caregivers and their care partners.Sponsor: www.BeyondDrivingwithDignity.com

Lynda Anello is a Community Liaison for VITAS Healthcare in Cincinnati, where she is responsible for community outreach and marketing. This position combines her love of community outreach, which has been a central aspect of her professional roles throughout her career, with her passion for the mission-centered work of hospice, an industry that mirrors her values in holistic, self-determined living and dying. Sponsor: www.BeyondDrivingWithDignity.com

Following an executive career in life sciences, Richard Haiduck has had an activeretirement. His interests include cycling, hiking, volunteering, reading and family. He has recently interviewed 75+ retirees, as the basis for his book, "Shifting Gears; 50 Baby Boomers Share Their Meaningful Journeys in Retirement."Sponsor: www.BeyondDrivingwithDignity.com

Sarah Nord is an occupational therapist, Certified Dementia Practitioner & founder of Sensory for Dementia. She is passionate about supporting the sensory, cognitive, & emotional regulation needs of people across the lifespan.Sarah has over 7 years of clinical experience with specialty training in sensory processing through the STAR Institute. She recognizes how sensory health impacts function, behavior, & relationships. She raises awareness about all 8 sensory systems & equips you with a sensory lens so you can get curious about behavioral expressions from a different perspective.Sponsor: www.SeniorCareAuthority.com

As president of Safe Harbor Retirement Planning, Mark has served as a relentless retirement guide to thousands of individuals since 1986.The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey.Sponsor: www.SeniorCareAuthority.com

Katharine Esty, PhD, 86, is a best-selling author, practicing psychotherapist, a widow, a mother, a grandmother, and an activist for aging well. She’s on a mission to dispel myths about old age and to end ageism, which limits and undermines the most experienced among us. She lives in a retirement community west of Boston. We’ll also discuss her recent book, Eightysomethings- A Practical Guide to Letting Go, Aging Well, and Finding Unexpected Happiness.Sponsor: www.SeniorCareAuthority.com

Dr. Francisco Contreras serves as director, president and chairman of Oasis of Hope Hospital. A distinguished surgical oncologist, Dr. Contreras is renowned for combining conventional and alternative medical treatments with emotional and spiritual support to provide patients with the most positive treatmentexperience possible.Dr. Contreras has authored numerous books concerning integrative therapy, cancer and heart disease prevention and chronic illness, including “The Hope of Living Cancer Free,” “The Hope of Living Long and Well,” “Beating Cancer” and “Dismantling Cancer.” His newest book, “The Art & Science of Undermining Cancer,” was released in October, 2020.Sponsor: www.SeniorCareAuthority.com

Ben Rao is a life-long entrepreneur, philanthropist and senior care advocate who lives in Lee’s Summit, Missouri. Ben has published a book called Paying For Long-Term Care, which offers a comprehensive roadmap for families transitioning a senior into long-term care.Sponsor: www.SeniorCareAuthority.com

Wendy Boglioli is a featured speaker, long term care expert, healthy aging advocate and an Olympic gold medalist. Wendy brings professional versatility and captivating insight to audiences and clients across the country. Wendy’s message encourages everyone to take a holistic approach to their financial and physical outlook while her riveting personal story resonates and persuades.Sponsor: www.SeniorCareAuthority.com

Tara Faquir is Co-Founder and COO of Trustate. Tara earned her B.S. in economics from the University of Miami and her M.B.A. from Fox School of Business at Temple University. Tara has spent the past decade working at a variety of companies from Fortune 500s to Billion-dollar start-ups and with her she brings to Trustate a deep understanding of sales, operations, and team management along with a passion for learning and entrepreneurship.Sponsor: www.SeniorCareAuthority.com

Erin Galyean is a pharmaceutical sales trainer, professional speaker, and published author. In 1997, Erin lost her father, Mike, to Non-Hodgkin's Lymphoma and in 2018, she lost her sister, Meghan, to a rare lung disease. These heartbreaking life events, combined with her professional experience, taught Erin how to effectively advocate for a patient. As a result, Erin’s vision in life is to share her knowledge with others so they can do the same. In 2020, Erin published her first book Badass Advocate: Becoming the Champion Your Loved One Deserves. Sponsor: www.SeniorCareAuthority.com

Dr. Judith Carney is a licensed clinical psychologist with expertise in mental health and well-being. She completed her master’s and doctoral degree at Chestnut Hill College in Philadelphia and has worked with individuals, couples, and families from diverse backgrounds to address a wide range of clinical issues.Dr. Carney is also a certified specialist in retirement transition, striving to help individuals make healthy adjustments in response to changes in areas that include career, health, family, leisure and social interests. Her pursuit is to help people build greater fulfillment and satisfaction in the retirement phase of life.Sponsor: www.SeniorCareAuthority.com

Terri is the Founder and Owner of Terri K. Echarte Consulting and has over 30 years of experience in business, real estate finance, banking and client relations. Giving back to the community is an important initiative for Terri. She is a co-founder of 100+ Women Who Care – Miami Chapter. These giving circles raise money to bestow grants to local non-profits providing much needed programs and services throughout Miami Dade County. Terri is a proud member of AADMM (the American Association of Daily Money) and is insured as a Daily Money Manager through Lloyds of London.Sponsor: www.SeniorCareAuthority.com

With 50 years of clinical experience, Dr. Dorian Mintzer is an experienced therapist; retirement transition, money, relationship, and executive coach; consultant; speaker; and writer. Dorian has authored and co-authored several books and has been featured in a variety of media such as the NY Times, WSJ, USA Today, CNN Money, Forbes, NPR, ABC Evening News and the Today Show and has given a Ted X talk focused on “Embracing your Bonus Years: A Time to Learn, Grow and Evolve.” Elizabeth Marcus is a former architect and current freelance writer. Her essays have appeared in The New York Times, The Boston Globe and on online magazines. Her book Don’t Say a Word!: A Daughter’s Two Cents, is coming out soon. The book is a memoir about her struggles to make sense of the strange last years of her parents’ lives, when they cut loose and seemed to make a complete about-face. Sponsor: www.SeniorCareAuthority.com

Kit Pappenheimer and Lynnea Brinkerhoff are co-founders of Heartfelt Memorials,LLC. Lynnea is an ordained Interfaith Minister, a Disaster Chaplain, and "End of Life Doula". Kit is a former educator, teaching and running public schools and a long time hospice volunteer. Both are ICF certified Executive Coaches, employing heart-based, body-oriented and trauma-informed practices with a fierce belief in the resilience of the human spirit to face and honor the end of life with dignity and grace.Sponsor: www.SeniorCareAuthority.com