Seniors' Financial Health Lunch and Learn

Join us for a special lunch and learn, specifically tailored for attendees who are striving to live their healthiest lives and age in place through their senior years! On November 16 from 11:00am to 1:00pm, LVUC will partner again with Comfort Keepers, an award-winning in-home care company that helps seniors and other adults live comfortably and independently, to host another expertly-led presentation!

This month, you're invited to come learn from Derek James, CFA, a Senior Wealth Advisor at CIBC. Derek knows that financial concerns can be a major source of stress that often stems from uncertainty. His presentation will explore how proactive planning—including financial, retirement, estate, and lifestyle decisions—can help your family reduce stress and create greater confidence for the future.

Doors will open at 10:45am and the presentation will begin at 11:00am. Lunch will be provided by LVUC and will take place at noon. Please register for this event in-person at the LVUC office or by clicking the registration link above so we can ensure we have accurate numbers for catering.

Learn more about the featured speaker below:

Derek James, CFA, is a Senior Wealth Advisor at CIBC. He will discuss the common financial challenges and questions you might encounter when selling your home and moving. He will also educate attendees about the risks you may be unknowingly taking with your fixed income investments.