As a financial planner, you may often find yourself working with clients who are also caregivers to their aging parents or adult children. This can be a difficult and challenging role, one that can take a toll on your client's personal retirement plans and health. That's why it's so important to have a better understanding of dementia, have conversations with your clients about their caregiving responsibilities, and to help them take inventory of the necessary documents and information.
Join senior care planning expert Annalee Kruger to learn how to help clients avoid common mistakes and navigate the challenges of caregiving so as to ensure that their own financial future is not put at risk.
Learning objectives:
- The prevalence of family caregivers and the "cost" when advisors ignore their needs
- The value of incorporating family meetings and developing relationships with the next generation
- Understanding dementia and the risks to your business
- Comprehensive planning, including estate documents, senior care planning/aging planning, and important documents. -The value of a collaborative approach
*CE/CPE Eligible: 1 CE credits are 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: www.nasbaregistry.org.