"Eldercare: A Conversation Every Family Should Have"
As advisors, we work hard to be certain that our client's portfolio will support their lifestyle during retirement, but do we also discuss the potential events that may create a financial strain on their portfolio? Eldercare struggles are no longer a "sometimes" event and it needs to be included in any retirement planning conversation. The Society of Financial Professionals November meeting will address Eldercare Issues, why and how the conversations needs occur with our clients and their families.
Speaker:Eileen Dunn, MS, CMC, CLTCAssociates of Clifton ParkCare Manager/Corporate Gerontologist
Working as a Hospital Discharge Planner assisting patients with nursing home placement and post-hospital care for several years, Eileen witnessed first hand the financial devastation and emotional trauma of families who had not adequately prepared for their long-term healthcare needs. Eileen worked for the New York State Department of Health as Special Assistant to the Director of the Office of Medicaid Management and is very knowledgeable on Medicaid eligibility, National Partnership Programs and other government programs your clients need to learn about.
In addition to working with Associates of Clifton Park, she (Eileen) maintains a private practice as a geriatric care manager assisting families struggling to care for aging loved ones. She is certified through the National Academy of Certified Care Managers and is a member of the National Association of Professional Geriatric Care Managers.
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Tuesday, November 8th 2022 -11:30AM - 1:00PM
Location: J-Renders Speakeasy
3191 Beaumont Centre Cir Lexington, KY 40513
Approved for: 1 hour of CE, CFP, CLE and CPE credits
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