Navigating the sandwich generation: three generations, one financial strategy

• Thursday, December 10, 2026, 12 p.m. ET.

Are you juggling the responsibilities of caring for aging parents while supporting your own children? You’re not alone -  the sandwich generation faces unique financial and emotional pressures.

Join us to learn how to navigate the complex financial landscape of the sandwich generation while making informed decisions about inheritances and estate planning. Our team will provide practical tips and strategies to help you balance your current responsibilities with long-term financial security for you and your loved ones.

Don't miss this opportunity to gain valuable insights on turning the challenges of the sandwich generation into a foundation for multi-generational financial success!

In this session, we'll explore:

1. Key challenges facing the sandwich generation
2. Managing caregiving and family expenses while saving for retirement
3. Inheritance planning across three generations
4. Building a sustainable, multi-generational financial plan