There are some things we can be sure about, such as paying taxes and aging — both topics are not always enjoyable to talk about. With taxes being top of mind for everyone lately, we wanted to switch gears this week to discuss delivering service excellence to aging clients & families.

We were honoured to talk recently with Jennifer Moir, the owner of Age Well Solutions. Jennifer works with older adults and families as they go through later-in-life transitions.  She is an Elder Care Planning Counselor (EPC), Certified Senior Relocation and Transition Specialist (CRTS), and Certified Health Specialist (CHS). She leads her team of select professionals in offering practical solutions and trusted guidance to aging adults and families.

Jennifer and Brent discuss some important topics such as longevity planning, encouraging conversations with family members in advance, the five stages of caregiving, housing challenges that the aging population faces, how will your investments be used to sustain changes in expenses levels, and more about how to ensure we’re prepared for that next phase of life.

Please enjoy the video.