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


July 2, 2024

Starting the conversation early about finances with your parents or loved ones before a crisis is essential to making good decisions. In this session, 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 program**

Learn more about Caregiver Teleconnection’s free monthly calls by visiting their website or calling toll free: 866-390-6491.

We hope this information is helpful to you in the important work you do as a family caregiver.
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