Thanks to Diversified Resource Network for inviting AARP to join you for a session on how to integrate planning for caregiving costs into your clients' financial management efforts.
We discussed the research that shows which clients may have heightened risk of personal financial costs due to their caregiving, and brainstormed how to use AARP's Financial Workbook for Caregivers with clients. Hint: First share the workbook with them, as it's free from AARP!
To access it, click here to create an AARP account and gain access to a wide range of free resources including the Financial Workbook for Caregivers-- or simply download the workbook below:
To refresh on all the resources and tips we discussed, the full presentation is here:
As always, reach out to me at heather@workableconcept.com with any questions as you start using this with your clients!