Sandwich Generation – Navigating Finances for Yourself, Aging Parents, and Kids {Summer Series with Allison Kvikstad}
Hosted at The Hivery | August 26 | 12 - 1:30 PM | Mill Valley, CA
Welcome to our Summer Series with Allison Kvikstad: Your Finances and Major Life Transitions
This month's topic is: Sandwich Generation – Navigating Finances for Yourself, Aging Parents, and Kids
Navigating personal finances can be especially challenging for members of the sandwich generation – individuals who are simultaneously caring for aging parents while supporting their own children. This dual responsibility often places significant emotional and financial strain on individuals as they juggle the competing demands such as healthcare costs, education expenses, and their own retirement planning.
Understanding how to effectively manage personal finances is always important, but even more so during this challenging phase of life. This discussion will explore the financial pressures faced by the sandwich generation and educate attendees on strategies to help navigate these complex challenges.
Everyone welcome!
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NonMembers: RSVP here!
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Allison Kvikstad is a Certified Financial Planning professional (CFP®) and a Certified Divorce Financial Analyst (CDFA®) with over 30 years of professional investing experience and is currently a Managing Director/Partner at Beacon Pointe. She has a Masters degree in Finance and is a licensed registered investment advisor (Series 65 from FINRA). Her career has been focused on managing wealth for high-net-worth individuals, families, and private foundations. She’s been a long-time advocate of financial literacy and has held board positions at Dress for Success in San Francisco and the First Tee of Oakland. She volunteers and leads financial literacy programs periodically at Girls, Inc of Alameda County and CB Seeds.org (Memphis, TN) and various women's groups within public and private companies (ie: Google, Nike, Airbnb, Salesforce, Lyft). She’s guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis. She just completed her two year volunteer term on the investment committee for Planned Parenthood of Northern California.