Margaritas with Marguerita Cheng, CFP® Pro

September172021

Episode 34: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Jack Halpern, CEO, MyElder.com

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 34: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Jack Halpern, CEO, MyElder.com
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A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles live on Facebook.

Today’s guest: Jack Halpern, CEO, MyElder.com

Our topic: Working together to protect the elders we love!

We will discuss: 

  • We all want to age at home. What is the best way to do that?
  • How does one get access to the best care?
  • How do we deal with guardianship and financial abuse?
  • How do we protect our elders?

About Jack: With more than 40 years of experience in the eldercare industry, Jack is a passionate champion of eldercare rights. He’s involved in training each of our Elder Advocates and educates community groups, trade associations, and at many symposia across the country. Jack has also appeared as an expert witness on Court TV and as a commentator on network and cable television. He received the Senior Care Humanitarian Award Sephardic Nursing Home in 2011.

“My co-founder and wife Claudine and I can really get in your shoes,” explains Jack. “We place your loved one’s needs first to ensure they receive the quality of care they deserve. We find what’s right for them and you and keep it that way.MyElder™ is the only independent advocacy company in the world focused exclusively on the needs of elders. Our loyalty is to you and your loved ones. Our flat-rate fees are on a case-by-case basis; there are no hidden costs. We know you have enough on your mind already.”

Join us every Friday at 5pm EST on Facebook Live: facebook.com/hopekatzgibbs

Watch all of our episodes: MargueritaCheng.tv

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

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MEET THE INKANDESCENT® RADIO TEAM

Hope Katz Gibbs, Founder & Executive Producer, InkandescentRadio.com

Brandi Wilsker-Merritt, Director of Podcasting

Nelson Benavides, Director of Videography

Max KukoyInkandescent Website Developer

Michael GibbsInkandescent Art Director

 

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