The US population is living longer than ever before. Retirement can last 20, 30 or even 40-years. With that longevity, housing in retirement is more likely to happen in multiple phases. Planning for these stages helps retirees and caregivers adapt to changing needs over time.
During this session, we will explore key aspects of aging in place, continuing care retirement communities, assisted living, nursing home, and memory care facilities. This panel will provide insights into planning for these transitions, including several key considerations and tools to help retirees and caregivers evaluate options and make choices that meet their needs.
Opening Comments:
Cathy Agle (WG ’03), CPWA@, Financial Advisor, Merrill Lynch Wealth Management & Chair of Wharton Family Resource Group.
Moderator:
Cynthia Hutchins, CRPC@, ChSNC@, is the Director of Financial Gerontology for Bank of America and has more than 40 years of experience in the wealth management and retirement industry. In her role, Cyndi develops thought leadership, resources, training and client education, engaging clients and employees on topics of aging, longevity, retirement, life stages and later life planning. Cyndi has also partnered with academic institutions and aging industry experts to develop collaborative research and thought leadership on these topics. These organizations include the University of Pennsylvania School of Nursing, the Gerontological Society of America, Georgetown University McDonough School of Business Aging Well Hub, the Wharton School Pension Research Council and the Global Coalition on Aging. Cynthia has served on the board of directors of the American Society on Aging (ASA) and has participated in the White House Conference on Aging Elder Justice Forum. Cynthia holds a BS in Business and Finance from Towson University and a MA in Gerontology from the University of Southern California. She has earned the Chartered Retirement Planning Counselor (CRPC) designation and the Chartered Special Needs Consultant (ChSNC) designation from the American College of Financial Services and holds the Series 7, 24, 63 and 65 securities registrations.
Panelists:
Diane Ty is the Managing Director of the Milken Institute Future of Aging, which advances healthy longevity and financial security for all through a life course perspective on aging and longevity. She leads the Future of Aging’s strategic direction and operations, including its signature program, the Alliance to Improve Dementia Care. This multi-sector collaborative of more than 130 organizations and thought leaders work together to transform and improve the complex health and long-term care systems that people at risk for or living with dementia and their caregivers must navigate. She is a senior advisor at Georgetown University’s Business for Impact at the McDonough School of Business, where she previously led multiple consulting engagements in health and financial security, including founding the AgingWell Hub and Portion Balance Coalition. Ty has held executive-level positions at AARP, AARP Services, Inc., Save the Children, and American Express Company and provided consulting services in marketing, strategy, and program development to several nonprofits and start-ups. Ty earned her undergraduate degree from Duke University. She was a Lauder Institute fellow at the University of Pennsylvania, earning an MBA from the Wharton School and an MA from the School of Arts and Sciences.
Elizabeth Edgerly, Ph.D., serves as the Senior Director of Care and Support Programs and Services at the Alzheimer's Association, where she oversees nationwide initiatives that support individuals living with Alzheimer's and all other dementia, as well as their families. A seasoned leader within the Association, Dr. Edgerly is also a licensed clinical psychologist with a specialization in geropsychology. Since joining the Association in 1995 as chief program officer for the Northern California and Northern Nevada Chapter, Dr. Edgerly has managed a wide range of care and support programs for individuals living with dementia, their families and health care professionals. In 2016, she was appointed executive director for Northern California and Northern Nevada Chapter, and in 2017, she expanded her role to regional vice president, overseeing operations in Arizona, Nevada and Hawaii. In recognition of her significant contributions, she was honored as one of the Silicon Valley Business Journal's 100 Women of Influence in 2023 for her advocacy and work on behalf of thousands of individuals living with Alzheimer's and related disorders. Dr. Edgerly earned her Ph.D. in clinical psychology from Binghamton University in Binghamton, New York.
When:
Wednesday, May 28, 2025
5:00 PM ET – 6:00 PM ET
Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0
Family Resource Group:
If you are interested in learning more about the Wharton Club of NY Family Resource Group and missed the opt-in email, it’s not too late. Click HERE to opt-in to Family Resource Group and learn more.
Virtual Access Information:
Registered guests will receive the Zoom link 24 hours prior to (and the morning of) the event date to the email address provided during registration. If you do not receive the Zoom link within this timeframe, please first check your spam folder to check receipt. If you are registered and are unable to locate the meeting link, please contact Gabriela Sanchez no later than 9:00 AM ET on event date to ensure we have ample time to assist you.
Registration will close on Wednesday, May 28th at 9:00am ET.
During this session, we will explore key aspects of aging in place, continuing care retirement communities, assisted living, nursing home, and memory care facilities. This panel will provide insights into planning for these transitions, including several key considerations and tools to help retirees and caregivers evaluate options and make choices that meet their needs.
Opening Comments:
Cathy Agle (WG ’03), CPWA@, Financial Advisor, Merrill Lynch Wealth Management & Chair of Wharton Family Resource Group.
Moderator:
Cynthia Hutchins, CRPC@, ChSNC@, is the Director of Financial Gerontology for Bank of America and has more than 40 years of experience in the wealth management and retirement industry. In her role, Cyndi develops thought leadership, resources, training and client education, engaging clients and employees on topics of aging, longevity, retirement, life stages and later life planning. Cyndi has also partnered with academic institutions and aging industry experts to develop collaborative research and thought leadership on these topics. These organizations include the University of Pennsylvania School of Nursing, the Gerontological Society of America, Georgetown University McDonough School of Business Aging Well Hub, the Wharton School Pension Research Council and the Global Coalition on Aging. Cynthia has served on the board of directors of the American Society on Aging (ASA) and has participated in the White House Conference on Aging Elder Justice Forum. Cynthia holds a BS in Business and Finance from Towson University and a MA in Gerontology from the University of Southern California. She has earned the Chartered Retirement Planning Counselor (CRPC) designation and the Chartered Special Needs Consultant (ChSNC) designation from the American College of Financial Services and holds the Series 7, 24, 63 and 65 securities registrations.
Panelists:
Diane Ty is the Managing Director of the Milken Institute Future of Aging, which advances healthy longevity and financial security for all through a life course perspective on aging and longevity. She leads the Future of Aging’s strategic direction and operations, including its signature program, the Alliance to Improve Dementia Care. This multi-sector collaborative of more than 130 organizations and thought leaders work together to transform and improve the complex health and long-term care systems that people at risk for or living with dementia and their caregivers must navigate. She is a senior advisor at Georgetown University’s Business for Impact at the McDonough School of Business, where she previously led multiple consulting engagements in health and financial security, including founding the AgingWell Hub and Portion Balance Coalition. Ty has held executive-level positions at AARP, AARP Services, Inc., Save the Children, and American Express Company and provided consulting services in marketing, strategy, and program development to several nonprofits and start-ups. Ty earned her undergraduate degree from Duke University. She was a Lauder Institute fellow at the University of Pennsylvania, earning an MBA from the Wharton School and an MA from the School of Arts and Sciences.
Elizabeth Edgerly, Ph.D., serves as the Senior Director of Care and Support Programs and Services at the Alzheimer's Association, where she oversees nationwide initiatives that support individuals living with Alzheimer's and all other dementia, as well as their families. A seasoned leader within the Association, Dr. Edgerly is also a licensed clinical psychologist with a specialization in geropsychology. Since joining the Association in 1995 as chief program officer for the Northern California and Northern Nevada Chapter, Dr. Edgerly has managed a wide range of care and support programs for individuals living with dementia, their families and health care professionals. In 2016, she was appointed executive director for Northern California and Northern Nevada Chapter, and in 2017, she expanded her role to regional vice president, overseeing operations in Arizona, Nevada and Hawaii. In recognition of her significant contributions, she was honored as one of the Silicon Valley Business Journal's 100 Women of Influence in 2023 for her advocacy and work on behalf of thousands of individuals living with Alzheimer's and related disorders. Dr. Edgerly earned her Ph.D. in clinical psychology from Binghamton University in Binghamton, New York.
When:
Wednesday, May 28, 2025
5:00 PM ET – 6:00 PM ET
Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0
Family Resource Group:
If you are interested in learning more about the Wharton Club of NY Family Resource Group and missed the opt-in email, it’s not too late. Click HERE to opt-in to Family Resource Group and learn more.
Virtual Access Information:
Registered guests will receive the Zoom link 24 hours prior to (and the morning of) the event date to the email address provided during registration. If you do not receive the Zoom link within this timeframe, please first check your spam folder to check receipt. If you are registered and are unable to locate the meeting link, please contact Gabriela Sanchez no later than 9:00 AM ET on event date to ensure we have ample time to assist you.
Registration will close on Wednesday, May 28th at 9:00am ET.