Topics and Learning Objectives

Learn about the benefits of planning for financial caregiving and what you need to get started.

After completing this sequence, learners will be able to:

  • Identify types of situations in which financial caregiving may be needed.
  • Explain the benefits of creating a plan in advance.
  • Create a list of documents and information needed for a financial plan.
  • Communicate effectively with loved ones about financial caregiving.
  • Develop a network of supporting players to assist in caregiving planning.

Marketing Teaser

Financial independence can be difficult to maintain once you or a loved one becomes ill or mentally impaired. While you can’t plan for every circumstance, there are decisions you can make now that will help make potential unforeseen situations easier.

This short course will help you:

  • Explore future situations where you might need a financial caregiver
  • Compile the documents needed to create a financial plan
  • Discuss the topic of appointing a financial caregiver with loved ones

Post on Twitter

Don’t wait until it’s too late! Firm up your financial future by discussing the topic of appointing a financial caregiver with your loved ones now: [LINK]


Post on Facebook/LinkedIn

Life is unpredictable, but that doesn’t mean we can’t plan ahead. Who will be your financial caregiver in the event you are unable to make decisions for yourself? Take time now to consider your options and discuss the topic of appointing a financial caregiver with your loved ones: [LINK]


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