[Webinar] How does living with dementia affect your financial health?
In this upcoming webinar, our guest speaker, Cindy Huang from Leith Wheeler, will lead us through essential financial conversations and strategies for safeguarding your assets and adjusting your plans when living with or suspecting dementia.
How does living with dementia affect your financial health?
- Date: Wednesday, September 18, 2024
- Time: 2:00 to 3:30 p.m. PT
If you know you’re living with dementia or are concerned about having the disease, what are the conversations you should be having with your financial advisor? For some, your income needs will change with higher care expenses and this may potentially impact your Old Age Security (OAS) payments. For others, your time horizon may have shortened, and you may need to adjust your investments and reduce financial risk.
Ensure you and your financial advisor have the proper safeguards in place to protect your wishes in the event of future incapacity (Power of Attorney, Trusted Contact Person, beneficiaries, firm policies). Dementia can significantly impact your financial health, but it doesn’t have to – in this session, we will walk through some real-life scenarios of the good, the bad, and the ugly.
This webinar is for caregivers and people living with dementia, empowering attendees with the knowledge and tips to get started in protecting their financial future.
About the speaker
Cindy Huang, CFA
Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for Private Clients and Foundations. Prior to joining the Private Client team, she spent several years with the firm’s Pensions & Institutions group working with consultants and institutional clients. Cindy graduated from McGill University with a Bachelor of Commerce degree and is a Chartered Financial Analyst (CFA®) charterholder. She is a member of CFA Society Vancouver and the Estate Planning Council of Vancouver, and sits on the Investment Advisory Committee for S.U.C.C.E.S.S. Foundation. Cindy is passionate about improving financial literacy among women and new immigrants, speaking at events for Women in Capital Markets, and Her Dollars & Sense.