Uptown Interagency Council on Aging

Thurs. Oct. 31st: Solo Agers–Managing Safely

October 31, 2024 9:15 am

Location: online

Sage Perspectives on Solo Aging:  

While aging solo can be a liberating journey, it also brings unique questions.

How best to plan ahead? Who will handle the bills for a person who is solo and incapacitated?

What about a will? Power of Attorney? How to build community? ‘

Join the conversation as our experts explore the unique concerns, and offer suggestions, for navigating the financial, legal and social aspects for this important and growing community.

Happy Halloween, all!

Speaker Information

Wendl Kornfeld

Founder, Community as Family: Empowerment for Solo Agers

In 2014 Wendl developed an educational and social platform called “Community as Family” for adults without reliable close family to help support those needs and decisions common to our later years. It has been meeting at least once monthly ever since at Temple Emanu-El here in NYC. The principles of Community as Family have been shared multiple times with faith communities, senior centers, and individual solo agers across United States as well as Mexico, England, and Ireland. Among other publications, Wendl has been interviewed by Forbes, Kaiser Health News, the NY Times, 3rd Act, and the Davis Financial Group.  It’s been her honor to present the Community as Family model to the United Nations Committee on Ageing, DOROT, Live On NY, the Jewish Board of Family & Children’s Services, NY State Senator Liz Krueger’s Roundtable for Seniors and Boomers, Riverside Church, and the Riverdale Senior Center. As Community as Family approaches its tenth anniversary, Wendl is looking forward to sharing its story with everyone today.

Lorese Phillips, Esq.

Attorney at The Law Offices at Lorese Phillips

Lorese Phillips is an attorney in private practice in New York City with over twenty-seven years of experience in all aspects of trusts and estates and Elder Law. Her practice includes preparing Last Wills, trusts and advanced directives, and counseling clients, including the elderly and persons with disabilities, on long-term care and asset protection planning as well as eligibility for government benefits. She also counsels clients on income, estate and trusts tax matters, as well as estate and trust administration and guardianships. Ms. Phillips has been annually recognized by Best Lawyers in America in Elder Law since 2022, and has been selected to Super Lawyers since 2023. She is an active member of the New York State Bar Association, where she serves on the Executive Committee of the Elder Law and Special Needs Section, is also an active member of the New York City Bar Association and the National Academy of Elder Law Attorneys (NAELA). Ms. Phillips has lectured before the New York State and City Bar Associations, the Practicing Law Institute, the Dickenson School of Law at Penn State University, as well as to local senior groups in the City. She has a B.A. from SUNY Stony Brook (Phi Beta Kappa), an M.F.A. from Columbia University School of the Arts, and a J.D. from the Benjamin N. Cardozo School of Law.

Rebecca Eddy

President & Co-founder, Eddy & Schein

Rebecca Eddy, MBA, CDMM® is a founding partner of Eddy & Schein Group™ which was incorporated in 2000. She has been doing daily money management since 1990. Eddy & Schein Group staff manage and coordinate clients’ personal, financial, legal and insurance matters, often acting as liaison between the client and their other professional advisors. Rebecca joined the American Association of Daily Money Manager (AADMM) and the National Association of Productivity and Organizing Professionals (NAPO) in 2005. Rebecca was the founding president of the AADMM-Greater NY Chapter in 2010. She has presented at AADMM’s and NAPO’s national conferences and taught webinars as well as co-teaching the AADMM Business Basics course for more than 12 years. Rebecca helped launch AADMM’s Business Accelerator Course in 2019, co-teaching it each times it is offered. She is a member of AADMM’s Education Committee. Rebecca has her BA from Kirkland College where she majored in Art and her MBA from Yale School of Management with a concentration in Finance. She was in the first class of Daily Money Managers to take AADMM’s certification exam in 2007.