Help Clients Navigate the Challenge of Family Caregiving
Guest Expert: Annalee Kruger, Care Right, Inc.
Date:
Webinar Replay Description
As a financial planner, you may often find yourself working with clients who are also caregivers to their aging parents or adult children.
Comments
Here are comments from listeners:
Good reminder of topics and questions to be addressed with clients and their families.
- Robert
Updating my current elder care plan with clients to be more robust
- Joseph
This seminar really struck home with me - if only I'd heard this information 20 years ago ...
- Gary
Needs to be a topic with Clients for them (and their kids) or for dealing with their parents if still alive.
- Daniel
Good reminder of topics and questions to be addressed with clients and their families.
- Robert
Updating my current elder care plan with clients to be more robust
- Joseph
This seminar really struck home with me - if only I'd heard this information 20 years ago ...
- Gary
Needs to be a topic with Clients for them (and their kids) or for dealing with their parents if still alive.
- Daniel
Comments
Fantastic info--great background but also very actionable
06.16.2022 - Caregiving
Attendees Comments:
Good reminder of topics and questions to be addressed with clients and their families.
- Robert
Updating my current elder care plan with clients to be more robust
- Joseph
This seminar really struck home with me - if only I'd heard this information 20 years ago ...
- Gary
Needs to be a topic with Clients for them (and their kids) or for dealing with their parents if still alive.
- Daniel