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Tips from Financial Therapist and Money Mentor, Wendy Wright, LMFT
Online Event
Details
We have teamed up with Cindy Koch from Aging at 5280 to provide this free series. Cindy and her team will be discussing a wide range of aging topics (full list below).
This month's seminar: Tips from Financial Therapist and Money Mentor, Wendy Wright, LMFT
Join us for an engaging online presentation with Wendy Wright, LMFT.
What if you could re-write your money story? Would you like to craft it in a way that increases satisfaction in your life as you age, as well as gives clarity to your family and those to whom you may be transferring wealth? Financial Therapist, Money Mentor, and Wealth Transfer Communications Specialist, Wendy Wright, brings strategies and tips for creating a money plan, adjusting your money plan, and communicating your thoughts and ideas to loved ones.
This event is cosponsored by the Knoebel Institute for Healthy Aging, Aging at 5280, and UCCS.
Speakers
Karen Summers
Elder care Manager
Aging at 5280
Karen Summers is an Elder Care Manager with Aging at 5280, a company that specializes in senior placement and referral services for elders in Colorado. With nearly 30 years of experience in the healthcare industry, Karen has dedicated her career to improving the lives of older adults.
Karen received her Bachelor’s degree in Psychology from Colorado State University, which provided her with a strong foundation in understanding the mental and emotional needs of her clients. Her professional journey has been marked by a deep commitment to elder care, and she has become a trusted figure in her community.
Karen is actively involved in the Colorado Placement and Referral Alliance (COPRA). This affiliation reflects her dedication to staying current with best practices and industry standards, ensuring that she provides the highest quality service to those in her care.
Known for her passion and empathy, Karen puts her heart into helping her clients find the best solutions to their wants and needs. Her approach is client-centered, focusing on individual preferences and providing personalized plans that enhance the quality of life for elders. Karen’s work is not just a profession but a calling, and she continues to make a significant impact on the lives of many older adults in Colorado.
Cindy Koch
Certified Placement and Referral Specialist (CPRS), MA
Aging at 5280
Cindy Koch is the founder and owner of Aging at 5280, a company that specializes in senior placement and referral services for elder seniors in Colorado. She is one of the first in the country to become a Certified Placement and Referral Specialist (CPRS). Cindy received her Masters degree from the University of Denver in Organization Management and Leadership and wrote her thesis on “Aging in Colorado”. Cindy is a founding member of Colorado Placement and Referral Alliance (COPRA) as well as, the Past-President of the National Placement & Referral Alliance (NPRA) Cindy is a multi-passionate entrepreneur who has helped shaped the industry of elder living into a viable and ethical industry. She works with heart to find holistic and well-considered solutions for elders, always ensuring their needs and goals are met.
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