Mastering Financial Planning for the Sandwich Generation

The “sandwich generation” includes adults—often in their thirties, forties, or fifties—who are simultaneously raising children and supporting aging parents. Nearly one in four U.S. adults (23%) fall into this group, facing the dual responsibilities of providing financial, physical, and emotional care across generations. These overlapping demands can create significant financial strain, particularly when balancing medical expenses, childcare costs, and ongoing family support—all of which can affect long-term wellbeing.

This session helps individuals navigate these challenges by taking a step-by-step approach to financial decision-making that ensures effective, efficient use and transfer of assets. Participants will learn how to facilitate important family conversations, create or refine estate plans, and gain peace of mind knowing they’ve addressed key considerations for both current and future generations.

Speaker: Stephen B. Dunbar III, JD, CLU, Equitable

1.5 AIA CE LU