On-Demand Webinar: Navigating Health Events: A Framework for Families

When a significant health event occurs, families can quickly find themselves facing unfamiliar decisions. From understanding a diagnosis and evaluating treatment options to coordinating care and managing family concerns, knowing where to begin isn’t always clear.

In this on-demand webinar, James Blake, CFP®, of Brand AMG is joined by John Samuels, Founder and CEO of Wellworth Advisors, to discuss a practical framework for navigating complex healthcare situations. Drawing on his experience working with individuals and families, John shares guidance on recognizing early warning signs, understanding what needs immediate attention, assembling the right care team, and managing decisions throughout the process.

The conversation also explores how families can coordinate communication among providers, evaluate treatment options, and prepare for ongoing care after the immediate crisis has passed.

Watch the webinar to learn how thoughtful preparation and coordination can help families approach challenging health events with greater clarity and confidence.

 

Speakers
John M. Samuels, MPH 
Founder & CEO of Wellworth Advisors

James Blake, CFP®
Wealth Advisor, Brand AMG

Speaker Bios

John M. Samuels, MPH  

John Samuels is the founder and CEO of Wellworth, a national healthcare advisory firm based in New York that serves high-net-worth individuals and family offices. With over two decades of senior leadership experience in the healthcare sector, he brings deep expertise in operations, strategy, and innovation.

Prior to founding Wellworth, John held leadership roles at North Shore LIJ and Mount Sinai Beth Israel, where he developed a nuanced understanding of the healthcare system and the gaps that can compromise patient outcomes.

John is a contributor to Forbes and Crain Currency, where he shares insights at the intersection of health and wealth. He is also deeply committed to community service, a value that shaped his response during the COVID-19 pandemic—an effort that earned him recognition on the Forbes Next 1000 list in 2021. 

James Blake, CFP® 

James Blake, CFP® joined Brand Asset Management Group as an advisor in 2019. Prior to beginning his career as an advisor in the financial services industry in 2017, James spent 15 years in orthopedic medical device sales. James has obtained the Series 65 and Series 66. He earned his CERTIFIED FINANCIAL PLANNER™ certification.

Disclosure:

The information herein was obtained from various sources. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies or completeness of information provided by third parties. The information in this communication is given as of the date indicated and believed to be reliable. BAMG assumes no obligation to update this information, or to advise on further developments relating to it. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance.