This session features a pioneer in the field of caregiving, Denise Brown, and a financial planner, Sandy Adams, CFP, who has a Masters in the field of Gerontology. During this 90-minute program, Denise and Sandy will teach you about the experience of your clients who care for a family member. Throughout the caregiving journey, which can last from six months to more than 10 years, the role of family caregivers evolves – and so should the services and the support they receive. The Six Caregiving Stages describes the path that family caregivers take – from Expectant Caregiver, to Freshman Caregiver, to Entrenched Caregiver, to Pragmatic Caregiver to Transitioning Caregiver to Godspeed Caregiver. Most important, the stages – and their related Stumbles and Steadies — provide a map for financial planners to effectively support their clients throughout their experiences.
More than 65 million persons in the US provide care to a family member and the numbers will continue to grow.
The program objectives are:
- To educate financial planners about the evolution of the personal caregiving experience, which changes over time.
- To inform financial planners about effective planning and guidance they can offer given the family caregiver's stage.
- To provide financial planners a frame work which describes the family caregiver experience so they can be an appropriate referrals to support during each caregiving stage.
*CE/CPE Eligible: 1.5 CE credits are available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.5 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.