Sound View Wealth Advisors will host a seminar in collaboration with Coastal Care Partners focused on helping individuals and families take a more coordinated approach to planning for both health and wealth.
As conversations around aging become more complex, financial decisions can’t be made in isolation from healthcare needs. The session will bring both perspectives together, helping attendees better understand how to prepare for evolving care needs while ensuring their financial plans are structured to support those decisions over time. Representing Sound View, Wealth Advisor Mark Silvers, CFP® and Associate Wealth Advisor Nina Kate Brackett, will share insights on the financial side of planning.
Coastal Care Partners helps older adults thrive through an integrated model of Nurse Care Management, In-Home Care, and Medical Care, delivered with a high level of coordination and support. Their approach connects daily care, clinical oversight, and medical access into one structured system, giving families greater stability during times that can otherwise feel overwhelming.
Together, the session is designed to help families plan with greater clarity, confidence, and continuity as needs evolve.
The first session is already full, with additional availability for May 19 at 5:00 PM in the Azalea Room at The Palmetto Club, located at 1 Cottonwood Dr., Savannah, GA.