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09/16/2021 NACM BCS Presents: Parenting Parents – “Open Another Bottle!” – Free Webinar

September 16 @ 12:00 PM - 1:00 PM

Speaker: Paul S. Viren, CLU, ChFC, AEP®

Parenting Parents – “Open Another Bottle!”

Tools and tips to manage a good parent – child relationship as our parents age.

Roles reverse as our parents age and us children have to be prepared to assist, guide and “parent” our parents. What resources do we need? How do we communicate and bring out our best parenting skills? Being prepared is vitally important!  This workshop will give attendees helpful tools and tips to help be a great parent to your loved ones as they age and face their end-of-life chapter.

We will cover –

  • Communication is key – how do we bring up the “planning for the future” conversation?
  • The home, car and money – So vitally critical to be able to discuss all these with parents
  • What estate planning documents do parents need?
  • The “To-Go Bag” what should be in the bag?
  • POLST Form – what it is and how to use it.
  • Insurance coverage – understand what parents have
  • Stuff – what to do with all the stuff
  • Love Letters
  • Have a plan and be prepared

Picture of Beth Viren and her 89-year-old blind and deaf father, Bob; after the first bottle! 😊

 

Paul Viren is the owner and president of Viren and Associates, Inc., an independent financial services firm based in Spokane, Washington.  Paul has been providing a broad range of services to his clients for 27 years.  His firm has coined the phrase “Clear Solutions for the Chapters of Your Life”, which is the essence of his work.  Whether planning and saving for retirement, building a business, providing employee benefits, protecting hard earned assets, paying for children’s college or investing, each of us goes through unique chapters in life and every chapter has a financial aspect.

Paul is a graduate of Whitworth University in Spokane, Washington and has received his credentials from the American College as a Chartered Life Underwriter and Chartered Financial Consultant.  He is registered as an Investment Advisor Representative along with securities registrations 6, 7, 24, 63, and 65, held at LPL  Financial and life and health insurance.  In 2011, he was nominated by his peers in the Spokane Estate Planning Council to be recognized as an Accredited Estate Planner®.

He works with his spouse, Beth, and together they have built a successful practice of financial planning, managing $400 million in brokerage and advisory assets as of December 31st, 2020.  They also provide services to employers and individuals for retirement plans, health insurance, life, disability and long-term care protection strategies.  He is the past president of the Spokane Estate Planning Council, serves as the Past President of the National Association of Estate Planners and Councils, is an active member with Spokane Rotary Club 21 and has served on many boards and civic groups in the community.

Paul is an avid backpacker and runner, loves to “turn” wooden pens from exotic wood from around the world, and wine tasting…not at the same time!

Securities offered through LPL Financial, Member FINRA/SIPC, Investment Advice offered through Viren and Associates, Inc., a registered investment advisor and separate entity from LPL Financial.

Paul Viren is registered to transact securities business with residents of the following states: AZ, CA, CO, FL, ID, IL, MT, NV, NY, OH, OR, TX, VA, WA.

Viren and Associates, Inc.

111 South Post

Suite 2260

Spokane, WA 99201

P. (509) 462.0747

F. (509) 838.7641

www.virenandassociates.com

Securities offered through LPL Financial, Member FINRA/SIPC, Investment Advice offered through Viren and Associates, Inc., a registered investment advisor and separate entity from LPL Financial.

Register Now

 

Details

Date:
September 16
Time:
12:00 PM - 1:00 PM