Experts in Aging Well: Care Managers & Your Aging Client

Financial Advisors often have clients who are aging and who have questions about paying for care, planning for their aging years, and navigating difficult decisions in the face of a diagnosis. Care managers are the professional you can partner with for independent, objective guidance for these clients. Learn how a care manager can help your clients identify high quality resources, the best care communities, and create a care plan based on client needs and budget. We will also discuss the best tips for preparing your clients for vulnerability to scams and financial abuse.

Learning Objectives:

1. Participants will learn what a care manager does, what a care plan is, and when they are needed through case studies.
2. Participants will learn some of the tips to identify commons frauds, scams, and signs of financial elder abuse and how to talk to clients about these sensitive issues.
3. Participants will learn about how estate planners and care managers work together with financial advisors to ensure that appropriate documents (and people!) are in place for successful implementation of an older adult's plan for aging well.