F2406 Financial Planning Guidance for Caregivers & Widows/Widowers

F2406 Financial Planning Guidance for Caregivers & Widows/Widowers

Class | Available (Membership Required)

11/22/2024 (one day)
10:00 AM-11:30 AM EST on Fri
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$20.00
$0.00

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F2406 Financial Planning Guidance for Caregivers & Widows/Widowers

Class | Available (Membership Required)

Two of the most difficult roles people play during life are that of a caregiver and that of a widow/widower. Many will fulfill both roles. Not only are these roles emotionally and psychologically demanding, but the financial planning decisions made leading up to and during these times can be critical to lifetime financial security. This session will discuss how best to plan ahead, what the most important financial decisions are, and what resources are available to help best ensure success.

Adams, Sandy
Sandy Adams

Sandra D. Adams, CFP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Sandy specializes in Elder Care Financial Planning and is a frequent speaker on related topics with the Michigan Association of CPAs, Wayne State University Institute of Gerontology (WSU IOG), and other public and professional groups. In addition to making frequent contributions to The Center’s “Money Centered” blog, she serves as a trusted source for national publications, including The Wall Street Journal, Research Magazine, and Retirement Daily, an online retirement publication.