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Providing management and coordination of personal, financial, legal, and health insurance matters
| | May 1, 2008 Issue 1 |
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Dear Friend,
This newsletter was created with you in mind. Over the past 7 years, we, Gideon and Rebecca, have worked in depth with seniors and learned how to make their lives easier and their families' lives less stressful.
In celebration of the launching of our newsletter, our gift to you is "10 Mistakes to Avoid: Make Your Senior Years Easier ". Click here to go to our website and download your gift: www.eddyandschein.com/10mistakes
Upcoming issues of our newsletter will include tips, ideas and resources you can use immediately, and dates and times of seminars we will be holding so you can join us and learn more. Staying on top of current ideas in our industry teaches us new ways to help our clients with life keeping. We look forward to sharing them with you.
Recently we spoke at a NAPO (National Association of Professional Organizers) - NYC chapter meeting on Financial Organizing to great reviews. This April we also gave a seminar on “Life Keeping, Not Just Bookkeeping: Financial Organizing for Seniors” at the annual National Conference of NAPO in
Reno, NV
. We would be happy to speak to any group about the details and advantages of financial organizing for seniors including health insurance and long term care options.
We are participating in an effort to build a national NAPO Special Interest Group focusing on seniors in order to meet the growing need across the country for the kind of help we provide. We are also members of the American Association of Daily Money Managers (AADMM). As such, we are working with other Daily Money Managers to launch a NYC chapter of AADMM.
Last year, in order to solidify our credentials, we both became certified Professional Daily Money Managers, making us two of 21 nationwide and the only two based in New York City.
Please feel free to contact us. We are happy to talk with you about how we can provide Life Keeping, Not Just Bookkeeping™ for seniors in your life.
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About Us
Partners Rebecca Eddy and Gideon Schein have a primary focus on the needs of an aging population:
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Seniors who need help in organizing and streamlining tasks such as expense and revenue tracking, bill paying, health insurance claims management, or providing regularly required information to accountants and lawyers.
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Seniors who may or may not have an estate plan in place, but need to catalog assets and personal effects and coordinate and track philanthropic activity.
Our Promise: Eddy & Schein In-Home Administrators for Seniors is dedicated to making life easier when it comes to managing seniors' personal administrative matters. From simply gathering and paying bills each month to performing a complete review of seniors' financial and personal affairs, we provide exactly the help needed. Working with Eddy & Schein, clients are given private, one-on-one attention at home. Together, we’ll develop a plan to address our clients' specific needs. And of course, privacy is strictly guaranteed.
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