Expert Talk for 55+ Adults: Planning for Independence

Description

Expert Talk - Planning for Independence 

Prospects and individuals 55+ are invited to join a discussion about care options, costs, and how to plan ahead with confidence.

Q& A with the experts - Colleen Duewel, Founder of LionHeart Eldercare & Consulting, and Mitch Falter, Financial Planner and Co-Founder at ReFrame Wealth. 

You will also learn about The Reserve at Falls Church, a new elevated senior living community coming early 2027.

MITCH FALTER, CFP, AIF
Financial Planner and Co-Founder at ReFrame Wealth
Mitch is a successful financial planner and entrepreneur known for his thoughtful, client-centered approach and commitment to continuous learning. With strong business acumen, he excels at improving processes, managing complex projects, and driving sustainable growth. His expertise includes financial planning, asset allocation, and investment strategy.
 

COLLEEN DUEWEL
Founder and President of LionHeart Eldercare & Consulting
Colleen has dedicated her career to the care and support of older adults. She opened LionHeart in 2018 with the goals of fostering autonomy, relieving family caregiver worries, and helping older adults thrive. Colleen has extensive experience as an Advanced Care Planner, certified geriatric care manager, nursing home ombudsman, certified dementia practitioner, and hospice visitor.