Wednesday, February 13, 2019 - 12:00pm to 1:00pm

About 29% of the adult US population serves as family caregivers for an ill or disabled relative.

Becoming a caregiver for loved ones can be emotionally, financially, and physically exhausting. This webinar will provide you with resources and information to help you along that journey.

Learn more about:

- Local and community resources available to support caregivers
- Creating a financial plan to cover the cost of caregiving expenses
- Identifying and vetting home care aides



RSVP by: 

For questions:
Shakira Smiler

Brandy Bauer - National Council on Aging

Brandy Bauer is Associate Director of the Center for Benefits Access at the National Council on Aging, where she works with community organizations and state agencies across the country to promote benefits for older adults, identify strategies to improve the financial security of vulnerable seniors, and educate consumers about scams targeting older adults. She has substantial expertise around Medicare enrollment and coverage.

Brandy has 20 years of experience in communications related to improving access to health and human services for vulnerable and marginalized populations, including refugee and war trauma survivors in Europe, and as a humanitarian aid worker in Afghanistan.

As a caregiver for a parent with Lewy Body dementia, Brandy understands firsthand the challenges of navigating the complex maze of resources and services on behalf of a loved one.

Marguerita Cheng, ‘91, ‘93 - Blue Ocean Global Wealth

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a member of CNBC Digital Financial Advisor Council. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial AnalystTM. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA) 

Rita is a recipient of the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.

Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).


Phil Bongiorno - Home Care Association of America

With more than 25 years of extensive health care and public health policy experience, Phil has represented numerous associations focused on health care and disability issues over the years. He began his role in January 2014 as Executive Director for Home Care Association of America (HCAOA), a trade association representing 3,000 home care providers across the United States. Phil is responsible for the Association’s overall operations, including strategic planning, financial management, membership development, education, advocacy and public affairs. In his spare time, Phil is a long distance runner and has completed the Marine Corps Marathon 17 times.