The PATH Retreat

PATH – Planning Ahead To Help
Are you helping your elders with more and more responsibilities, already caring for them, or simply know that this stage is coming for yourself or a loved one?
Do you have a plan for the years ahead when YOU might need some help?
Most of us think we have time to figure it all out—but time flies.
The PATH Retreat is designed for you, your spouse, your siblings, your adult children, or your parents (who are cognitively still functioning).
This immersive weekend at the peaceful Green Mountain Retreat, nestled in the Santa Cruz Mountains, brings together expert guidance, practical tools, and a supportive community so you can:
- Demystify estate planning
- Gain confidence and skills for having difficult conversations with loved ones
- Get clarity on finances and long-term care
- Learn how to care for yourself while caregiving for others
- Prepare your family for future challenges with confidence
- Connect with like-minded adults navigating the same journey
You will leave the retreat feeling empowered, informed, and ready to take meaningful action.
Who Should Attend?
- Adult children planning for aging parents
- Spouses managing care decisions
- Individuals or Couples preparing for their own next chapter
- Families wanting to create clear, actionable plans together
Don’t navigate these challenges alone! Make your plans now, so others don’t make them for you!
