Loading Events

« All Events

Financial Planning for Older Adults: What Family Caregivers Need to Know

June 24 @ 12:00 pm - 1:00 pm CDT

Starting the conversation early about finances with your parents or loved ones before a crisis is essential to making good decisions. In this session, John Leightner will talk about what information to gather, how much you have in assets, who the advisors are, where the documents are located, how you want to be cared for, and the questions to ask the financial advisor, attorney, CPA, and insurance agent. **Sponsored by the North Central Texas Caregiver Teleconnection**

This is a free, online event presented by the WellMed Charitable Foundation. RSVP here: https://bit.ly/3VlDAfJ

Print Friendly, PDF & Email


June 24
12:00 pm - 1:00 pm CDT
Event Category:




WellMed Charitable Foundation
View Organizer Website

We hope this information is helpful to you in the important work you do as a family caregiver.
For more resources, subscribe to our free newsletter!