Finances of Caregiving

The Finances of Caregiving is a series of five 2-hour workshops to expand your understanding of possible solutions for providing care for a loved one and help families plan together for the care receiver’s care. Understanding your choices means knowing your current situation. This program guides you through finding and collecting that information.

Topics

• Lesson 1 - Understanding Your Starting Point and Why It’s Essential to Plan Ahead
• Lesson 2 - Wills, Living Wills and Durable Power of Attorney for Health Care and for Financial Matters
• Lesson 3 - Caregivers: Don’t Forget to Plan  for Your Retirement,  Ways to Continue Tax- Deferred Savings While Caregiving, In-Home Care, Adult Day Care, Respite, Residential, Hospice Care
• Lesson 4 - Paying for Care,  Long-Term Care Insurance, Veterans Benefits, Medicare, Medigap and Medicaid
• Lesson 5 - Effective Communication is Essential, Taking Time and Planning Ahead

Finances of Caregiving is offered either as entirely face-to-face or as a hybrid course—face to face (sessions 1 and 5) and online (sessions 2 thru 4).

Participant Materials

• Worksheets
• Online session login - for participants registered to attend the hybrid series that includes online sessions.

This program is not a substitute for legal or financial guidance. It should not be considered a recommendation for a specific product or plan of action.