Sandwich Generation: Planning Ahead: Finance & Legal Side of Aging Parents

Planning Ahead: The Financial and Legal Side of Caring for Aging Parents

In partnership with HAYVN and presented by LifeCare Concierge

with Netta Levy, Founder of LifeCare Concierge and Neil P. Phillips, Partner at Lennon Murphy & Phillips, LLC

IN-PERSON EVENT at HAYVN Darien
Wednesday, 10/21/26, 5:30pm-7pm

Most families don't think about the financial and legal side of caregiving until they're already in the middle of it — and by then, options are limited. In this honest conversation, Netta Levy, an elder care advisor, and Neil Phillips, an elder care attorney, will break down what documents and plans need to be in place now, what long-term care actually costs and how families typically pay for it, and how to have these conversations with aging parents while there's still time to plan wisely.

COST:

• HAYVN Members: Free
• Non-members: Free

ABOUT THE SPEAKERS

Netta Levy is the founder of LifeCare Concierge, where she helps families navigate the complexities of aging and elder care with clarity and confidence. Her approach is deeply personal: she supported her father through a sudden health crisis in 2021 and now guides her mother through her own aging journey. She’s passionate about helping families prepare before crisis strikes, ensuring loved ones age with dignity, security, and peace of mind.

Netta brings the strategic thinking and communication skills honed on Wall Street to her mission of supporting families during life’s most challenging transitions.

LINKS: Instagram, Facebook, LinkedIn, Lifecare Concierge Website

Neil P. Phillips is a partner at Lennon Murphy & Phillips, LLC, where he specializes in estate planning and elder law. Neil has counseled families and corporate clients on everything from powers of attorney and trust administration to Medicaid planning and probate. Neil is highly respected for his professional excellence and his genuine care for his community.

LINK: Lennon Murphy & Phillips, LLC

ABOUT HAYVN SANDWICH GENERATION:

Join others who are balancing their own lives while caring for elderly family members.

5 REASONS TO ATTEND

• Education – When elder care responsibilities come on, they can be sudden and overwhelming. We provide information and education to help you prepare.
• Objective Experts – Objective experts in the Aging Adult industry share their knowledge and experience with you
• Support – Get support from others in the Sandwich Generation who may be going through similar situations
• Curated Information – Access curated information on relevant topics to help with information overload
• Free Meetings – Meetings are free of charge and geared to adults caring for an elderly parent, relative or friend

Recommended supplemental reading is the book “How to Care for Aging Parents” by Virginia Morris. This is a one-stop resource for all of your medical, financial, housing and emotional issues.

Questions? Contact questions@hayvn.com

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