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How to Protect an Aging Client's or Adult Child's Retirement Security from a Medical Crisis - Annalee Kruger

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:

  1. How advisors can and should help their aging clients and their clients' adult children prepare for a health event ahead of time;
  2. A portrait of family caregivers to aging loved ones, and what can happen to their retirement security if their needs are not addressed;
  3. The consequence of advisors not having relationships with the adult children of aging clients;
  4. Why it is important to develop a team of professionals to refer.

Your presenter is Annalee Krueger, President, Care Right, Inc.

Annalee KrugerAnnalee Kruger’s mission is to help families be pro-active and put plans in place before a medical crisis occurs. While she serves families in SW Florida, she also serves families across the US. 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.

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. Care Right’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.

She has worked with thousands of facility residents, their families, and caregivers as well as numerous health care agencies, and delivered hundreds of trainings and in-services to professionals and family caregivers on a variety of topics. Annalee has also provided business training for organizations across the US and China. 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. Annalee earned her MBA at Cardinal Stritch University; her certificates in six sigma black belt; family mediation; and PTSD, grief, trauma, and loss counselling. She is a member of the National Speaker’s Association, National Association of Social Workers, and a sponsor of the Financial Planners Association in Wisconsin and Florida.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit.  

Overall Rating: 4.5 / 5How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


How to Protect an Aging Client's or Adult Child's Retirement Security from a Medical Crisis - Annalee Kruger


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