Join Mettle Health founder and counselor BJ Miller, MD and Kincern co-founder and CEO Jody Holt for an informal and interactive conversation on financial considerations.
Kincern is an online service that that streamlines the process of organizing, protecting, and sharing your loved one’s financial and legal information enabling you to spend more time enjoying what’s most important – family.
On top of the physical aspects of illness and aging, there are also important financial considerations with big ramifications. A general lack of understanding about estates, pensions, life insurance or social security can make a huge difference in quality of life, dying, death or lead to unnecessary suffering. The reality is that nearly half of adults aged 53-71 manage or help manage a parent or other aging relatives’ finances, and 47% of adults aged 50-59 are simultaneously raising children and caring for aging parents. Being there for your family is a true joy, but caring for an aging loved one on top of regular responsibilities can easily become an overwhelming situation.
In this discussion we’ll go over the basics of what you need to know when managing finances for yourself or another person, and answer your questions on finances and family.
All online discussions begins with a basic overview before opening up to the group for Q&A and conversation. This session should feel as supportive as it does educational, so bring your questions and comments, or feel free to just listen. Together, we’ll explore real life examples and address your questions.
Discussions are held online and once registered, you will receive a link via email to join on video or by phone.
If you can't make it to the live session you will receive a recording.
Dr. BJ Miller is a longtime hospice and palliative medicine physician and educator. He’s been on faculty at his alma mater, UCSF, since 2007 and has worked in all settings of care: hospital, clinic, residential facility, and home. Led by his own experiences as a patient, BJ advocates for the roles of our senses, community and presence in designing a better ending. He speaks nationally, and internationally, on the topics of death, dying, palliative care and the intersection of healthcare with design.
His 2015 TED Talk: “Not Whether, But How”, has been viewed over 11 million times and his work has also been the subject of multiple interviews and podcasts, including Oprah Winfrey, PBS, The New York Times, The California Sunday Magazine, GOOP, Krista Tippett, Tim Ferriss and the TED Radio Hour. His book, A Beginner’s Guide to the End, was co-authored with Shoshana Berger and published in 2019.
Jody Holt is a CPA and C-level financial executive and board member steeped in healthcare, senior living & technology in both the public and private setting. She has successfully executed dozens of mergers & acquisitions, structuring deals in multiple currencies, increasing shareholder value while providing strategic, financial and operational leadership. Jody is a relied-upon business partner extensively engaged in planning and implementing dozens of project-based initiatives across various industries. Jody recently spent eight years with Covenant Living, one of the nation's largest senior living organizations, as a Board Member and then as CFO. Currently, she is the CEO and Co-founder of Kincern, Inc.
