
A panel of expert advisors from Fairfield County will provide attendees with strategic advice and valuable insights on various topics, including Senior Living Options, Legal Matters, Downsizing, and Wealth Management. Sue Moretti Bodson will moderate the panel discussion.
“We are excited to host this Lunch and Learn event at our facility,” said Lori Contadino, Executive Director of The Wallace Center. “Our main mission is to enhance the quality of life for older adult residents in Greenwich through effective planning, coordination, advocacy, education, and innovative programs and services. This event aligns perfectly with our objectives.”
The panelists are:
Wendy Day, CSA, Owner, Dwell Senior Advisors
Wendy is a trusted guide for families navigating the senior living landscape, including assisted living communities, home care agencies, and more.
Zahya Beall, Founder & Owner, Damefender Financial Partners
Zahya has over 20 years of experience in tax-efficient investments, insurance, and wealth protection.
Alessandra M. Messineo Long, Founder & Principal, The Law Offices of Alessandra M. Messineo Long, LLC
Alessandra specializes in wills, trusts, estate administration, probate, business law, and non-profit organizations.
Andrea Ruby, Founder & CEO, Living Forward, Move Management
Andrea excels in space planning, downsizing, packing, and moving coordination.
To attend, please register for free through Eventbrite or directly at the Wallace Center for members. Membership at the Wallace Center is complimentary for Greenwich residents aged 55 and older. Attendees can purchase lunch at the Wallace Café or bring their own meal.