Learn more about becoming a financial caregiver.

Duration: 5-7 minutes

Topics and Learning Objectives

  • Recognize expectations, procedures, and documents in becoming a caregiver.
  • Identify resources and support for caregivers.
  • Describe the steps needed to become a financial caregiver.
  • Understand the decisions and legal obligations made by caregivers.

Marketing Teaser

Becoming a financial caregiver is an important decision that should not be taken lightly. Do you know what will be expected of you and how to protect yourself? This course will help you understand more about:

  • The different ways you can act as a financial caregiver
  • Compiling the documents needed to become a financial caregiver
  • Understanding the financial decisions that caregivers might be asked to make

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Interested in becoming a financial caregiver? Learn about the three things you’ll need to do to get started: [LINK]

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Before agreeing to become a financial caregiver, it’s important to understand the expectations and decisions you’ll be required to make. Our resources can help you and your loved one explore the right questions when it’s time to put a financial caregiver in place: [LINK]

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