Caregivers Circle – Roundtable Event

Caregiving often arrives gradually, then suddenly. A parent needs more help. A spouse’s health changes. A loved one can no longer manage everything alone. Families find themselves navigating medical decisions, financial responsibilities, housing questions, legal documents, long-term care, family communication, and emotional strain—often while still managing their own lives, families, careers, and health.

Many families wait until a crisis forces the conversation. By then, decisions can feel rushed, emotional, confusing, and expensive. Taking time to consider these responsibilities before they become urgent is the focus of this conversation.

Caregivers Circle is a private roundtable for clients currently helping care for someone they love, preparing for future care responsibilities, or wanting to better understand what should be organized ahead of time. The conversation will explore practical preparation, family communication, financial organization, healthcare decision-making, estate planning considerations, and the emotional realities of caring for others without losing sight of the caregiver’s own health, energy, and support system.

This roundtable may be especially helpful for clients with aging parents; those serving or expecting to serve as a trustee, successor trustee, power of attorney, healthcare agent, or primary family decision-maker; and those who want to reduce the future burden on their own children or loved ones.

Participants will leave with a caregiver readiness reflection to identify one conversation to have, one document or decision to clarify, one support need to consider, and one next step to reduce crisis-driven decision-making.