NCC18 Presenter: Keith Piscitello

Denise

NCC18 Presenter: Keith Piscitello

Denise
Join Keith for his session and panel discussion during our Third Annual National Caregiving Conference:

Four Keys to Making a Difference in a Family Caregiving Challenge on Saturday, Nov. 10, at 2 p.m.
Every 11 seconds in the US an older American suffers a fall which often puts into motion a string of events that the family is unready for and often ill-prepared to address. Besides medical, there are financial , legal and caregiver concerns that must be addressed—often with a window to act that is closing quickly. My presentation “Four Keys to Making a Difference in a Family Caregiving Challenge”, tackles the critical legal, financial and health decisions that must be planned when families find themselves thrust into a caregiving crisis. Most informal caregivers find themselves in an unfamiliar situation; we will cover prioritizing what should be done and in what order to make sure the wishes of the loved one are taken into consideration when developing the plan for care, as well as disability and end-of-life issues. Our goal is to provide the tools necessary to help reduce stress on all parties involved while making sure that the medical, financial, and legal issues are properly addressed.


Keith is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor who has over a decade of experience helping seniors and their adult children navigate the financial and legal transition from full independence to a higher level of care.

Keith is the lead financial planner for of The Ceffalio Wealth Management Group, an ensemble advisory team providing objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for their clients. The team collaborates with our client's other professional advisors –including your CPA and attorney–to develop an estate planning strategy that is appropriate for their circumstances.

Keith earned a Bachelor's degree in Business Administration and Economics from Carthage College and a Masters degree in Finance from the Roosevelt University. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER, (or CFP®), practitioner designation from the College for Financial Planning and the Chartered Retirement Planning Counselor, (or CRPC®). For these designations, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Active in the local community, Keith participates in many civic and community organizations, holding advisory board leadership positions with Junior Achievement of Chicago, The Clearbrook Guardians, Boy Scout Troop 159 and the Northwest Suburban Estate Planning Council. With his wife, Jennifer, and they live in Arlington Heights, Illinois with their four children.

To learn more about Keith, watch our video discussion about finding our best, which aired as part for our Virtual Caregiving Summit in May.

https://youtu.be/qQmSxnIErdc

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We are so grateful to the following sponsors for making our conference possible:



~ AARP ~


~ Seniors BlueBook ~ Seniorlink ~ Henry Ford Health System CARE Program ~


~ Society of Certified Senior Advisors ~ Mindlight ~


~ Sponsor or Exhibit ~