Balancing Act

Financial planning for women in the sandwich generation

Monday
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31
12:30pm
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2:00pm
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12:00 P.M. - 1:00 P.M.

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THE GLOBE AND MAIL PRESENTS 

Balancing Act

Financial planning for women in the sandwich generation

A free virtual event 

Thursday, September 26, 2024 | 12:30 P.M. - 1:30 P.M. ET

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PRESENTING SPONSOR:

Richardson Wealth

Registration for this event closes three hours before the event start time. If you need assistance registering, please contact marketing@globeandmail.com

About the Event

Middle-aged individuals caring for aging parents and their own children are commonly referred to as the sandwich generation. With multiple pressures impacting their time, finances and overall wellness, this segment of the population is increasingly burned out, with less time and resources to plan for their futures. Women, who typically take on more caregiving compared with men, are often at the centre of this balancing act. Join The Globe and Mail for a discussion about key financial considerations for women in the sandwich generation, along with strategies to plan and prepare.

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Registration for this event closes three hours before the event start time. If you need assistance, please contact marketing@globeandmail.com.

Speakers

Speaker lineup to be announced soon...

Katy Kamkar

Clinical Psychologist


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Claire Webster

Certified Dementia Care Consultant and former caregiver, Founder of McGill University’s Dementia Education Program and Founder, Caregiver Crosswalk Inc.

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Sarah Widmeyer

SVP, Wealth Strategies,

Richardson Wealth

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Deanne Gage

Reporter, Globe Advisor,

The Globe and Mail

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Agenda

12:30 P.M. - 12:35 P.M.

Opening Remarks

Deanne Gage

Reporter, Globe Advisor,

The Globe and Mail



12:35 P.M. - 1:20 P.M.

Panel Discussion | Balancing Act - Financial planning for women in the sandwich generation

 Katy Kamkar

Clinical Psychologist


Claire Webster

Certified Dementia Care Consultant and former caregiver, Founder of McGill University’s Dementia Education Program and Founder, Caregiver Crosswalk Inc.

 

Sarah Widmeyer

SVP, Wealth Strategies,

Richardson Wealth


Deanne Gage

Reporter, Globe Advisor,

The Globe and Mail

With multiple pressures impacting their time, finances and overall wellness, women in the sandwich generation are increasingly burned out, with less time and resources to plan for their futures. This panel will explore key financial and wellness considerations for women caring for multiple generations, along with strategies to plan and prepare for a secure future.

1:20 P.M. - 1:30 P.M.

Audience Questions and Discussion

Katy Kamkar

Clinical Psychologist

 

Claire Webster

Certified Dementia Care Consultant and former caregiver, Founder of McGill University’s Dementia Education Program and Founder, Caregiver Crosswalk Inc.

 

Sarah Widmeyer

SVP, Wealth Strategies,

Richardson Wealth

 

Deanne Gage

Reporter, Globe Advisor,

The Globe and Mail


Presented by

Richardson Wealth

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.

DISCOVER MORE AT WWW.RICHARDSONWEALTH.COM
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Katy Kamkar

Clinical Psychologist

Katy Kamkar, Ph.D., C. Psych., is a renowned Clinical Psychologist with global acclaim. Since 2023, she has held an appointed executive position with the Government of Canada. With nearly 17 years of dedicated service at the Centre for Addiction and Mental Health (CAMH) in Toronto, Kamkar also holds the position of Associate Professor in the Department of
Psychiatry within the Temerty Faculty of Medicine at the University of Toronto. She is a Founding & Credentialed Member of the Canadian Association of Cognitive Behavioural
Therapies (CACBT). Kamkar was awarded the 2022 Canadian Psychological Association (CPA) Award for Distinguished Contributions to Public or Community Service. She is presently a Fellow of the Global Law Enforcement and Public Health Association Inc. (GLEPHA). She makes frequent media appearances (National and International), approximately four hundred (400) public relations appearances, and has written nearly two hundred (200) publications for the public regarding mental health. She has received national and international recognition for her work on trauma and resiliency, moral injury, and workplace mental health, as evidenced by her extensive national and international public speaking and media engagements, work with the ministries and the Public Health Agency of Canada, involvement with the House of Commons of
Canada, being consulted as a subject matter expert, and her refereed publications, book chapters, and publications for the public.

Claire Webster

Certified Dementia Care Consultant and former caregiver,
Founder of McGill University’s Dementia Education Program and
Founder, Caregiver Crosswalk Inc.

Claire Webster works in collaboration with the Division of Geriatric Medicine and the Faculty of Medicine and Health Sciences at McGill University, where she is the Founder and Ambassador of the McGill Dementia Education Program and McGill Cares, a webcast series designed to support family care partners.


She is a Certified Dementia Care Consultant, Certified Professional Con­sultant on Aging, and conference speaker and educator in the field of caring for an individual with dementia. She is Founder and President of Caregiver Crosswalk Inc., a consulting firm that provides education and support services to help individuals navi­gate the journey of Alzheimer’s disease and dementia-related illnesses.


As a former care partner to her late mother who had Alzheimer’s disease, Claire has lived experience on the impact this illness has on a person living with dementia and the ripple effect on family members.


Claire is one of the McGill senior co-editors of Alzheimer’s Disease International’s World Alzheimer Reports for both 2021, Journey through the diagnosis of dementia and 2022, Post-diagnostic management and support: a prescription of care. She is also a member of the Government of Canada’s Ministerial Advisory Board on Dementia.

Deanne Gage

Reporter, Globe Advisor, The Globe and Mail

 Deanne Gage is a reporter for Globe Advisor at The Globe and Mail. She has specialized in issues pertaining to financial advisors for more than two decades.


She is the former editor of FORUM and Advisor’s Edge magazines and has been the recipient of several business journalism awards during her tenure.


She was the Toronto Star's Money Makeover columnist for five years. Her articles have also appeared in Morningstar.ca, Chatelaine, MoneySense, and Today’s Parent.

Sarah Widmeyer

SVP, Wealth Strategies

Sarah has been with Richardson Wealth since early 2018 with 25+ years experience in the financial services sector: with a focus on private wealth management and advisory services. Sarah has an BA – English and History (Hons.) from University of Toronto as well as her Certified Investment Management Analyst (CIMA) designation through Wharton School of Business and the Investment Management Consultant’s Association. As well, Sarah serves on the Board of Directors of the Women’s Brain Health Initiative – a charitable organization focused on funding research and creating education programs to combat brain-aging diseases that primarily affect women. Sarah is a classically trained pianist and a master baker in training.

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