VistaLynk
Team discussing aging and caregiving programs

Aging. Caregiving. Confidence.

Bring Aging and Caregiving Expertise to the People You Serve

Longer lives are changing the needs of employees, clients and families. VistaLynk partners with organizations to provide trusted, engaging education that helps people better understand and navigate aging and family caregiving.

Designed for Organizations That Serve People and Families

Financial Services & Wealth Management

Help advisors and financial professionals recognize the aging and caregiving issues shaping their clients’ financial decisions.

Employers & Workplace Programs

Give employees practical education and support for navigating caregiving alongside work and family responsibilities.

Professional Organizations

Bring aging and caregiving education to attorneys, trust officers, benefits professionals and others who serve families.

Community & Aging Organizations

Offer practical, engaging education that helps individuals and families better prepare for and navigate longer lives.

Longevity Planning for Clients and Families

VistaLynk offers programs that help clients and their families plan for longer lives early, thoughtfully and together, before tactical care decisions are needed. Our programs complement the planning and care-coordination resources your firm already offers.

Longevity Salons
Monthly educational gatherings, in person and virtual, that bring the realities of longer lives into focus.
Private Planning Sessions
One-on-one or couple sessions that turn ideas into decisions about how clients want to live, who they want involved and what support should look like.
A Personalized Longevity Plan
A written plan prepared for each client or couple, capturing their wishes, their reasoning and recommended next steps. The plan belongs to the client, who chooses what to share with their advisors.
Advisor Partnership
Advisor orientation, regular check-ins and an end-of-program summary of engagement and outcomes, so the firm can see the value.

A Structured, Personalized Planning Process

Every client and couple moves through a thoughtful framework designed around their own life.

LongevityPlanning

Longevity-Ready Advisorā„¢ Education

A professional learning series designed to help advisors recognize and respond to the aging, caregiving and capacity issues increasingly showing up in client relationships.

The Longevity Landscape
Longevity, caregiving, family responsibilities, housing and health transitions as financial-planning variables.
The Aging Brain & Financial Decision-Making
Normal cognitive aging, cognitive change and implications for financial decision-making.
Recognizing & Responding to Diminished Financial Capacity
Recognizing concerning changes while respecting autonomy and professional boundaries.
Protecting Clients from Financial Exploitation
Vulnerability, scams, undue influence, warning signs and the role of trusted professionals.
The Caregiving Conversation
Bringing caregiving into financial planning before it becomes a financial or family crisis.

More Ways to Work With VistaLynk

Learning Series, Workshops & Webinars

Engaging virtual or in-person programs across six areas: Navigating Family Caregiving, Dementia & Changing Needs, Caregiver Wellbeing, Aging & Longer Lives, Professional Education, and Planning & Decision-Making.

Customized Programs & Partnerships

Work with VistaLynk to develop educational programming tailored to your organization’s goals, audience and needs, including custom workshop series, training for advisors and teams, client and family events, and ongoing partnerships.

Expertise Meets Accessibility.

Gerontology expertise.

More than 25 years in aging, eldercare strategy, program development and caregiver education.

Family-centered perspective.

Understanding how multiple generations shape clients’ later-life decisions.

Practical application.

Research translated into conversations, tools and resources professionals can use.

Built to complement the professional relationship.

VistaLynk helps professionals address the human side of longevity while staying within their professional role.

Let's Create Something Meaningful for Your Audience.

Tell us who you serve and what you’re hoping to accomplish. We’ll help identify the VistaLynk program or approach that best fits your needs.

Molly Prues, M.A. · Gerontologist, Founder & CEO
[email protected]  |  513.460.5883