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Continuing education seminar for 70 Financial Planners

Posted Jan 14 2012 12:00am

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On Wednesday, January 11, I had the honor and the pleasure of conducting a continuing education seminar for nearly 70 certified financial planners.

Sponsored by the Financial Planners Association of New York, this two-hour, two CFP® CE credits presentation entitled How to help your clients and their families survive the black hole called ”eldercare.”

Topics covered issues pertaining to the exploding elder population in the U.S. as well as the impact that continued growth will have on eldercare both from a medical and financial standpoint. I also outlined the challenges that caregivers face and how financial planners can be better prepared to help their clients understand the demands of caregiving.

From discharge planners and chemical restraints to long distance caregiving, the basic legal documents required to keep elders safe, and the role of an independent elder advocate, participants learned how they could support their clients who are currently caregivers or could likely become caregivers in the future.

Lots of great questions and conversation followed my seminar.


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