Description

In today's episode, Olivia speaks to two seasoned financial planners, Derrick Murray and Adrian Davis, on things we should know as children of aging parents. Adrian is a CPA and a financial advisor. She works with Northwestern Mutual Goodwin in Atlanta, Georgia and has been in the financial industry for about 10 years now. Derrick is a certified financial planner who has had his practice with Northwestern Mutual for eight years.

In nutshell, they talk about:

• Who financial planners are, and what they do
• Reasons why someone would need a financial planner
• The kind of conversations children with aging parents should have in regards to their finances and assets
• Tips and tricks on how to start the estate planning conversation with our aging parents 
• What long term financial planning looks like 

...and so much more!

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Website: www.srlawgrp.com

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Tweeter: @srlawgrp

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Black Parents Aging