How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis
Overall Rating: 4.4 / 5
Most parents want to age in place, so a medical crisis can put families into a tailspin if a plan is not in place ahead of time.
Adult children who assume the role of caregiver must re-organize their business and personal lives to meet the needs of an aging loved one, as well as find funds to meet the unexpected health costs.
It is important for advisors to understand the needs typically associated with a medical event of an aging loved one, how it might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared.
In "How to Protect an Aging Client's or Adult Child's Retirement Security from a Medical Crisis" by Annalee Kruger, you will learn:
- How advisors can and should help their aging clients and their clients’ adult children prepare for a health event ahead of time;
- A portrait of family caregivers to aging loved ones, and what can happen to their retirement security if their needs are not addressed;
- The consequence of advisors not having relationships with the adult children of aging clients;
- Why it is important to develop a team of professionals to refer.
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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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.
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