Thursday, September 17, 5 – 6 pm
15950 Manchester Rd., Ellisville, MO 63011
Does your estate plan still reflect what you want? Does your financial plan match your retirement goals? Will Medicare cover the care you may eventually need? If the answers aren’t obvious, you’re not alone.
In this free panel discussion, industry representatives will discuss the four issues they see most often, and what seniors can do to avoid these costly issues.
This seminar is for anyone approaching or already in retirement, as well as adult children helping a parent get organized.
Attendees will learn:
■ What a complete plan includes, and what usually gets left out
■ Why waiting until care is needed costs more and leaves seniors with fewer options
■ Where Medicare coverage stops and what fills the gap
■ Where you may be overpaying in taxes and premiums
Tabitha L. Atwell focuses her practice on estate and tax planning, probate, and trust administration. She assists both families and individuals with proactively planning for incapacity, individuals with Alzheimer’s disease and other forms of dementia, and individuals with disabilities.
Tabitha serves as legacy advisor for St. Louis Children’s Hospital. Her other memberships include the National Academy of Elder Law Attorneys, WealthCounsel, the Missouri Bar Probate and Trust Committee, and the Missouri Bar Elder Law Committee. She previously served as a national board member of the Society of Financial Service Professionals.
I was born into a loud Irish family and raised in a suburb outside of St. Louis. Being the youngest, with three older brothers, I learned quickly to find my voice to advocate for myself. By watching my parents, I learned to appreciate rolling up your sleeves to do the hard work, helping your neighbor when they’re in need, and never underestimating the power of a smile.
Through working at Edward Jones as a financial advisor, my voice and work ethic have been amplified always for the benefit of my clients within my community. My passion in this career is to tirelessly work to understand my clients — their families, their needs, their goals — to partner with them throughout their lifetime and to always advocate on their behalf.
I best serve clients who know the value of their work and what they have done to achieve their wealth. These are the investors who are looking for advice and are open about their goals, both short- and long-term. From there, I build out those goals on a personalized dashboard and use our team’s established process to help reach them strategically.
I don’t believe in using intimidating financial jargon. You can expect direct, candid and common-sense explanations in order to effectively partner together to achieve what is most important to you.
Outside of my role at Edward Jones, I enjoy distance running to clear my head, being endlessly entertained by my Airedale, Doc, and spending quality time with my friends and family.
Rebecca James has nearly two decades of experience in financial services and currently serves as a Trust Advisor at Parkside, overseeing the administration, risk management, and servicing of fiduciary and investment management accounts. She specializes in trust and estate administration, client relationship management, and regulatory compliance.
Rebecca has built deep expertise in estate settlement, charitable trusts, IRA administration, and wealth management. Her experience includes interpreting legal documents, coordinating with attorneys and CPAs, and guiding families through sensitive transitions with care and professionalism.
Known for her empathetic and client-centered approach, Rebecca combines deep technical knowledge with a genuine commitment to those she serves. Her compassion, integrity, and attention to detail make her a trusted advisor during life’s most important transitions. Whether working with individuals, families, or professional partners, Rebecca brings a calm, thoughtful presence and a strong sense of responsibility to every relationship. Her approachable nature, coupled with a strong work ethic, allows her to build lasting connections and deliver meaningful, personalized service.
Rebecca James holds a Bachelor of Science in Business Administration from the University of Missouri–St. Louis, where she discovered early on her passion for trust services.
Review our library of past seminars to learn more about business topics, estate planning, and more.
When your estate planning attorney, financial planner, and trust company operate independently, important details can be missed when your loved ones most need clarity. Join us for a seminar that turns separate strategies into a coordinated plan your family can count on.
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