On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can help families select the appropriate ones to use.
Elizabeth founded CPA for Seniors in 2005 and merged with Rivertown Finance in 2017. The firm offers daily money management services to older adults and their family members, small businesses and non-profits. In addition, Elizabeth writes training material and gives presentations to both professionals and community organizations.
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