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06.16.2022 - Caregiving

Attendees Rating:

Excellent (89%)
Average (9%)
Below Average (2%)

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
Help Clients Navigate the Challenge of Family Caregiving
Presented by Annalee Kruger, Care Right, Inc.
Annalee Kruger

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.

Attendees 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