05.02.2023 - Caregiving
Financial Planning to Help Solve Three Caregiving Challenges
Presented by Denise M. Brown, The Caregiver Years Training Academy
During this webinar, Denise M. Brown, the founder of The Caregiving Years Training Academy, mapped out how you can be empowered to help family caregivers manage their stress by budgeting for breaks and time away in the financial plan, how they can create a financial plan to hire a family member to provide care, and to gain insights into budgeting for daily care, crisis care and end-of-life care.
This was one of the best presentations and presenters. Essential topic for aging clients.
- David D.
The seminar was organized in such a manner that help one feel more confident about talking to clients about their situation.
- J. T.
There are may options just as there are as many individualized cases and just being prepared to start the conversation and bring a few ideas to the table is a huge first step.
- Todd C.
"This individual has trained herself (and obviously others) in exquisite depth and detail on these caregiver issues, resources, solutions, etc. But I expect she also surprised a lot of attendees with her knowledge of financial planning ideas & alternatives. Bartering, Adjusting inheritances, Reverse mortgages? You bet. Go girl. Great presentation. "
- James B.