Join NAPFA members for a discussion on how financial advisors can collaborate effectively with care managers in eldercare. Care managers are healthcare professionals who help coordinate care by assessing patient needs, creating personalized care plans, and connecting patients with doctors, therapists, and other services. You are welcome to come share your experiences and dive into the challenges and solutions around eldercare. This is a great opportunity to ask questions, share insights, and learn from others in the group.

Facilitator Cheryl Sherrard is Director of Planning, a Senior Financial Advisor, and part-owner at Clearview Wealth Management in Charlotte, NC, with over 20 years of involvement in NAPFA. She focuses on assisting with later life decisions for aging clients, including women who are aging alone, while also educating families and advisors nationwide. With a M.A. in Gerontology and Stephen’s Minister training, she combines financial expertise with compassionate listening to guide clients through complex life transitions. 

Audience: Everyone
Facilitator: Cheryl Sherrard