06.16.2022 - Caregiving
Help Clients Navigate the Challenge of Family Caregiving
Presented by Annalee Kruger, Care Right, Inc.
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.
Good reminder of topics and questions to be addressed with clients and their families.
Updating my current elder care plan with clients to be more robust
This seminar really struck home with me - if only I'd heard this information 20 years ago ...
Needs to be a topic with Clients for them (and their kids) or for dealing with their parents if still alive.