Panel at SAGE to Present Real Life Financial Scenarios on May 20

On Tuesday, May 20 from 7:30 to 9:00 pm, SAGE Eldercare will host a program entitled, “Can We Talk?   Boomers and Parents Talking about Money – Real Life Scenarios You Can Relate To.”  The free program is open to the public and will take place at SAGE’s offices, located at 290 Broad Street in Summit.

Using real life scenarios, war stories and practical advice, a panel of experts will provide advice focusing on cyber fraud, estate planning, insurance, managing the cost of senior care, and how to pick a financial planner.  Panelists will include representatives from Glenmede Investment and Wealth Management, PointView Wealth Management, Wells Fargo Advisors, LLC, and SAGE Eldercare.

“We are very pleased to be able to bring together this esteemed panel to help area residents approach this very difficult and awkward conversation on finances,” stated Dawn K. Knill, CFRE, SAGE Eldercare Director of Development & Public Relations.  “Because our panelists are local businessmen and businesswomen, they are able to help their neighbors with advice and, in return, local residents can benefit from obtaining guidance from panelists who are more likely to fully understand their situation.”  Attendees are encouraged to share their questions when they register, so that all aspects of this topic can be addressed.

Registration is required for this free presentation, which is open to the public.  To reserve your seat, please register in advance by calling Dawn Knill at 908-598-5503 or by emailing dknill@sageeldercare.org.   

Panel members include: 

Elizabeth McKenna, CFP®, Vice President – Investments, helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, Elizabeth assists clients develop and implement strategies for building wealth and realizing their goals. Before joining Wells Fargo Advisors, LLC in Short Hills, New Jersey predecessor firm Prudential Securities in 1999, she worked for three years with Tullett Prebon.  Elizabeth holds a Bachelor’s degree in Finance from the Rutgers University School of Business New Brunswick and a certificate in Financial Planning from Boston University Center for Professional Education.  She has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner designation from the College for Financial Planning.   Elizabeth is active in the local community, she participates in many civic and community organizations, including The Randolph Rotary Club (past-president and board member), ARC Essex County, and Research Down Syndrome. 

Adam G. Psichos, Regional Director of Glenmede’s New Jersey offices in Morristown and Princeton.  In addition, he provides investment management and wealth advisory solutions for large families, individuals, endowments, and foundations. He has more than 25 years of financial services experience.  Mr. Psichos is a Trustee of SAGE Eldercare in Summit.  He and his wife serve as active participants in several community and charitable organizations, including New Eyes for The Needy, Overlook Hospital, and The Student/Partner Alliance.

Claire E. Toth, JD, MLT, CFP™, is Vice President and Chief Operating Officer of PointView Wealth Management, Inc.  PointView is an independent, fee-only SEC registered investment advisor, providing customized investment services to families, trusts, and retirement plans.  She advises clients on financial, estate, and retirement planning issues, from the most complex to the most basic.  Ms. Toth is also Of Counsel to the Summit law firm of Bourne, Noll & Kenyon.  She serves as Secretary of the Summit Historic Planning commission and Treasurer of the Summit Bar Association.  She also belongs to the Summit business & Professional Women’s Club and the Financial Planning Group of Suburban New Jersey.  Previously, she served as Treasurer of the Summit Educational Foundation, the Summit BPW, and of Macculouch Hall House Museum.  Ms. Toth speaks frequently before a variety of groups, ranging from the American Bar Association to the New York Society of CPAs.