Caring for aging parents is an emotional, financial, and logistical journey—one that many entrepreneurs find themselves navigating without a clear roadmap. How do you balance business, family, and the complexities of eldercare? What financial strategies can safeguard your family’s future? How do you ensure your loved ones receive the best possible care?

EO Atlanta is bringing together a powerhouse panel of experts to provide real-world insights and actionable strategies for this pivotal life stage. Join us for an impactful virtual session featuring eldercare specialist and founder of Albert’s House, Jeremy Le, financial strategist Matt Lipscomb of Ashford Advisors, and wealth management expert Jimmy Trimble of Homrich Berg. This value-packed discussion will be moderated by our Spouse/Life Partner Co-Chair, Sirita Donaldson.

Meet Our Experts:

Jeremy Le – With 15 years in healthcare and a deep passion for senior housing, Jeremy has dedicated the last seven years to enhancing resident care and understanding the complex needs of individuals living with dementia. His work at Albert’s House is redefining compassionate care for aging adults.

Matt Lipscomb – A financial strategist who goes beyond traditional planning, Matt specializes in helping entrepreneurs and real estate investors minimize lifetime taxes, maximize wealth-building opportunities, and optimize financial protection.

Jimmy Trimble – As Director of Business Development at Homrich Berg, one of Atlanta’s premier wealth management firms, Jimmy is an expert in helping business owners and families navigate financial complexities to protect and grow their wealth.

This session will equip you with practical solutions and expert guidance to help you make informed decisions, reduce stress, and protect your family’s financial future. Don’t miss this opportunity to gain critical insights from professionals who understand the intersection of business, personal wealth, and eldercare.

Open to Members, Accelerators, SLPs, and SAPs