Join us for a valuable virtual session designed for professionals catering to older adults and those who support them. This specialized planning program provides a comprehensive roadmap to help navigate the aging journey with clarity, confidence, and control.
Discover why it's critically important for older adults to define their personal vision and goals early — and how proactive planning can help avoid common pitfalls as we age. You'll also learn about the vital role financial advisors play in ensuring that these plans are not only tailored to individual needs, but also financially sustainable.
Key Takeaways:
- Why planning for aging is essential — and what happens when you don’t
- How to clarify your goals and values for the years ahead
- The importance of integrating financial planning into your aging roadmap
- How financial advisors and elder care advocates can work together to support aging well
Guest Speaker
Joan Harris, LSW, MBA, CMC
Founder and Managing Partner of Symphony Care Management, LLC, and Fellow of the Leadership Academy, Aging Life Care Association
After graduating from Boston College, Joan started her 41-year career in elder care as a Case Manager for a Massachusetts state funded Area Agency on Aging. This fundamental and valuable experience helping vulnerable seniors to remain in their homes avoiding premature institutionalization, training in case work as well as protective services ignited her lifelong passion for working to benefit the lives of older adults and their families.
Joan has a dedicated focus in working with adults over 60 who have complex life issues, mental health challenges and Alzheimer’s Disease and related disorders. As a highly skilled Social Worker, she advocates for her clients, mediates family dynamics, and empowers her clients to participate in their decision making. She provides coaching and creative strategies to support her clients’ care partners with the focus on meeting the client’s goals.
In 2017 Joan founded Symphony Care Management, LLC, and developed Aging GPS: Goals, Priorities, Strategies, a specialized planning program for older adults knowing that if she can engage with older adults sooner, providing education of options, and an understanding of the preventative steps they can take for their future, they may avoid many of the problems that happen when aging without a vision of the future and a roadmap to get there.
Respected by her peers, she served on the Board of Directors for The New England Chapter of the Aging Life Care Association from 2017 through 2023 serving as president in 2018. Joan was awarded the highest designation in her association, a Fellow of the leadership Academy currently given to only 34 out of 2000 Nationally Certified Care Managers across the country. This title requires Joan to continue her dedication to the education about elder care in the community at large and mentorship of newer colleagues.
https://www.symphonycaremanagement.com/our-team
