Boomers Caught in the Sandwich Generation

As part of a Million Dollar Round Table (MDRT) audio series, Diane discusses some ways that boomers can set boundaries as they try to balance their obligations to their aging parents while at the same time coping with the rising demands of their own children – and avoid running out of the money they need to take care of themselves.

ABOUT DIANE MCCURDY

Diane McCurdy started McCurdy Financial Planning more than 25 years ago with a solid commitment to designing personalized financial programs, using a diversified approach and conservative strategies that maximize overall return. Today, McCurdy is one of the top independent financial planning companies in Canada, according to Wealth Management magazine.

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Diane wrote How Much Is Enough? to address the questions, confusions and insecurities about money that she’s seen time after time in her office.

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CONTACT US

Diane McCurdy is the Founder of McCurdy Financial and author of the book How Much is Enough. We welcome your inquiries and we will reply within 24 hours. #908 – 925 West Georgia Street Vancouver, BC V6C 3L2 Phone: 604-685-7928 Fax: 604-683-3011 info@mccurdyfinancial.com