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.