Ep 022: Aging 1-2-3

Sage Money Conversations with Barbara Norman CFP®

Julie Derry -

Sage Money Conversations with Barbara Norman -

Episode 022: Aging 1-2-3 -

“How did this happen?” One morning we wake up and realize that we (or our parents) are 95 and need help. What now? Julie Derry walks us through the steps and the essentials of planning for Assisted Living.

Julie Derry is a former Senior Marketing Executive and E-Commerce pioneer with over 25 years of experience leading the Digital Experience for large retailers such as Harry & David, REI, Guitar Center and See’s Candies.

In 2015, Julie left the corporate world and spent a year searching for a career opportunity where she could make a real difference in people’s lives. This pursuit led her to obtain a national accreditation as a Certified Senior Advisor (CSA) and begin working with the aging population. Julie consults with aging adult clients and their loved ones to educate and guide them in planning for their aging experience. Julie’s passion for serving the aging population is only exceeded by the satisfaction she experiences upon successfully helping her clients achieve peace of mind.

Julie is a founding member and past President of the San Diego Chapter of the National Placement and Referral Alliance. She is on the Board of Directors and serves as the Vice Chair for Oasis Lifelong Adventure and sits on the Board of Directors for Glenner Center.

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Connect with Julie:

WEBSITE: https://agingwellpartners.com/

LINKEDIN: https://www.linkedin.com/in/juliederry/

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