In this timely webinar, caregiving advocate Denise Brown explores how the stress of caregiving impacts clients’ financial decisions and overall financial health. Research shows that 80% of family caregivers pay out of pocket for care expenses, with 41% spending over $5,000 annually, often compromising their own financial stability. Under this financial and emotional strain, caregivers may make snap decisions they later regret, potentially affecting their retirement, savings, and investment plans. We’ll discuss ways you can guide clients toward deliberate, goal-aligned financial choices that protect both their own and their loved ones’ financial futures. Join us to learn strategies that strengthen your role as a supportive advisor during these crucial life moments.
Denise will also share how caregiver coaches can support caregivers through the journey and how Medicare Part B may cover the expense of the coach.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
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: www.nasbaregistry.org.
