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Posts tagged financial wellness

Taking Care of our Elderly Today: an Era of Balancing Caution, Love and Humor

Taking care of our elders was difficult even before we were faced with a pandemic.

Insight, EducationCynthia CalderonSeptember 2, 2020wealth management, financial wellness, estate planning, relationships, COVID-19, family governance, family office

Community Building Event

In the spirit of building community and a celebration of summer, my Transcend partners and I recently hosted a concert in my home in Incline Village, NV.

Events, CommunityCynthia CalderonAugust 20, 2019Transcend Wealth Partnerscommunity, event, local, gathering, members, wealth management, family office, 2019, financial planning, life management, financial wellness