Guest Expert: Louise Schroeder,Financial planners may be approached by clients who are facing caregiver responsibilities for someone who is important in their lives. You hear their description of what they are dealing with and o...
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Subscribe NowFinancial planners may be approached by clients who are facing caregiver responsibilities for someone who is important in their lives. You hear their description of what they are dealing with and often such questions as: “What do I do now?”, “ Where do I begin”, “How do I get help?”, “Where do I go for help?” Or, they may be at a point of wanting to plan for their own eventual needs for assistance if they face a health crisis or want to prepare for the later years of their lives. Helping clients navigate the long term care support systems is a way to add value to the services you provide to your clients. Listeners learned to become familiar with the kinds of help that are available and where to go to find the information they need.
