This course will be LIVE on: Thursday, June 19, 2025, 2:00 PM – 3:00 PM EDT.

Attend the upcoming LIVE WEBINAR without the need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz. 

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:

1. Address the emotional, financial, physical toll on family caregivers and the impact on AUM;
2. Understand dementia and actual care costs to age at home;
3. Address the landscape of senior care;
4. 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.);
5. Address several slides of immediate action you can take with your clients to add value and look like a hero How advisors can and should help their aging clients and their clients' adult children prepare for a health event ahead of time.

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

Annalee has devoted her life to serving family caregivers in helping them understand aging, caregiver burnout, dementia progression, the pros and cons of aging at home, the considerations of moving into care communities, the actual care costs for aging at home and care community costs. She facilitates family meetings, and helps families with customized Aging Plans so families can get their lives, careers, and health back on track vs having caregiving duties derail their lives in every single way. Annalee started Care Right Inc, intentionally as a virtual consultancy in 2011, to be able to join families in their aging and decision-making journey wherever they live, knowing that families rarely live near each other. The only way to serve families was to provide virtual consulting services.

Annalee is a sought-after speaker, corporate trainer, trainer to financial services professionals, and author of The Invisible Patient: the Emotional, Financial, and Physical Toll on Family Caregivers. She also co-created the Elder Planning Specialist certificate program for CFP's to better understand, identify, and address the needs of their aging book of business to differentiate themselves from their competition while providing better financial planning. 

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.  

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