Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment services to families in the Washington DC metro area.
Arvette Reid is the Lifecare Affordability Plan (LCAP) Client Services Director at Signature Estate & Investment Advisors, LLC. With over 15 years of experience within the Senior Housing and Healthcare industry, Arvette focuses on helping families bridge the gap between healthcare and finance.
Join Tom and Arvette in this premiere episode of The Family Financial Conversation Podcast as they navigate the complexities of family dynamics, communication challenges, and the unique considerations of solo agers during the holiday season.
They also discussed:
- The significance of family planning during the holidays, emphasizing insights from Arvette Reed's extensive experience in the senior housing sector.
- Challenges of family dynamics and communication, particularly during health-related discussions, offering strategies for open dialogue and sensitivity.
- The term "solo agers,” discussing the unique considerations for individuals without immediate family support and the importance of professionals building relationships with family members during the holidays.
- The value of shared perspectives and understanding within families, emphasizing the importance of observation during changing circumstances.
- Framing conversations around hope and positive outcomes, encouraging financial professionals to understand clients' aspirations amid evolving situations.
- The importance of retaining relationships beyond the primary client, focusing on hopeful aspects and adapting to new priorities within families.
Resources: Signature Estate & Investment Advisors, LLC.