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During a personal caregiving experience, family caregivers struggle to manage their stress, to find help and to manage the uncertainty of how long their experience will last. As a financial planner, you have a unique opportunity to offer solutions for these three challenges. You can help family caregivers bring back what they miss, hire from within the family and effectively budget for the certainty of caregiving situations. During this webinar, Denise M. Brown, the founder of The Caregiving Years Training Academy, will map out how you can deliver these three solutions to your caregiving clients.

Learning Objectives

• Attendees will be empowered to help family caregivers manage their stress by budgeting for breaks and time away in the financial plan.

• Attendees will learn how they can create a financial plan to hire a family member to provide care.

• Attendees will gain insights into budgeting for daily care, crisis care and end-of-life care.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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