Attendees will learn about the real-life situations their clients are in, that the advisor likely is not addressing.
Aging, caregiving, dementia/chronic disease, and the realities of needing senior care impact nearly every household, including the clients you are working with. Considering most adult kids get thrust into the role of family caregiving without having any prior experience or family meetings or plans about the “what whens” of aging.
Advisors are finding their clients are asking more questions about dementia and senior care and expecting advisors to have some knowledge and curated experts to address these aging, caregiving, senior care, dementia, and end-of-life needs. And, it’s quite likely, you yourself may have aging parents and not know how to broach aging conversations.
In "Addressing the Human Side of Financial Planning: Vulnerabilities to AUM" by Annalee Kruger, you will:
- Address the emotional, financial, physical toll on family caregivers and the impact on AUM;
- Understand dementia and actual care costs to age at home;
- Address the landscape of senior care
- Address vulnerabilities to client portfolios (working in silos, not understanding the toll of family caregiving on careers/health/well-being/family relationships, advisors who are woefully under-estimating the actual costs of senior care, etc.);
- Address several slides of immediate action you can take with your clients to add value and look like a hero.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Annalee Kruger, President, Care Right, Inc.
Meet Annalee Kruger, Retirement Caregiver Advocate and Family Meetings Expert
Retirement planning experience
Annalee Kruger, President, Owner, and Founder of Care Right Inc., is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process.
Annalee has spent her entire 25+ year career in the senior care industry and has become a nationally recognized expert in the field of senior care planning having presented at a number of healthcare, senior housing, and financial conferences as well as hosting dozens of webinars. Gone are the days of families living in the same zip code, let alone time zone. Annalee helps families with her virtual guidance service and virtual family meetings and family coaching/education.
Annalee has worked at every level in the long-term care industry, starting as a social worker over 25 years ago and eventually directing all operations of a community-based continuum of care retirement facility.
In 2011 she founded Care Right Inc. to help families with aging loved ones navigate through the long-term care industry and cope with issues family caregivers encounter. In addition to Care Right Inc., Annalee has also founded Care Right U which provides specialized training and consulting to caregivers in corporate settings (i.e. home health care providers, senior living facilities). She is also the co-founder of Plan4Life which educates, via its Elder Planning Specialist Program, members of the financial planning industry on the unique skills needed to manage their clients as they get older.
Retirement planning thought leadership and expertise
Annalee Kruger is a senior care advisor and caregiver advocate who assists families in navigating the complexities associated with the aging process.
Annalee’s mission is to help families be pro-active by facilitating difficult conversations early on, explain the importance of having their legal documents in order, explain the costs of health care, why having a financial plan is important, and developing a plan of care which incorporates the legal and financial planning.
Her passion is to help families be pro-active and put plans in place before a medical crisis occurs. Annalee credits her compassion, empathy and in-depth understanding of senior issues to what she witnessed as her parents transitioned from adult children to caregivers of their own parents.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
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We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
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