Tena Burrell, CSA
President, Financial & Estate Planning Services, LLC
Financial & Estate Planning Services, LLC
Topic: “Aging in Place: The Financials of Caregiving”
Audience: Working and retired adults
Territory: Dallas/Fort Worth: The 820 loop in Tarrant County, southeast Denton county north to Highland Village, east to Irving (spur 408) and south to I-20
There are few financial planners who have an insight into caregiving like Tena Burrell, who has been caregiving her own family members since the age of 19.
A member of the Society of Certified Senior Advisors and extremely active in the Dallas/Fort Worth senior care community, Tena is president of Financial and Estate Planning Services with thirty years of experience.
Her practice focuses on the unique needs of retirees, including financial management for caregivers, long term care options and social issues facing the family, as well as retirement and estate planning, tax planning and investment portfolio management.
Tena’s wide range of services enable individuals and families to plan for the future and protect and grow their financial assets while maintaining their standard of living – regardless of life’s challenges.
As part of her volunteer work with the Area Agency on Aging, Tena facilitates Elder Family Caregiver Education workshops at senior centers, churches and other facilities around town.
A certified Investment Advisory Representative, Tena is a volunteer board member of the Grapevine Senior Advisory Council, member of the HEB and Grapevine Chambers of Commerce, and works closely with many assisted living, memory care and long term care facilities in the Metroplex.
Tena earned her degree at Wichita State University, and has continued her financial education with The American College of Financial Services.