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This is an interactive workshop presented in 3-6 sessions and designed to prepare adult children to be effective and honoring financial caregivers.

Goals of the workshop are fourfold:

  • Honor those who have more years than the adult child.
  • Foster better communication across familial generations.
  • Teach families how to prepare for the financial impact of aging.
  • Create a plan for the age transitions we all face.

The workshop incorporates exercises, videos, and discussions to keep interest high and to maximize benefits to attendees. This workshop is designed for:

  • Adult children of aging parents with concerns over their parents’ loss of independence.
  • Adult children who are already in a financial caregiver role.
  • Older but independent parents who want to prepare their adult children for future responsibilities.

For information about hosting a workshop for your clients or association, please use the Contact Me tab.

All attendees will receive a 100+ page workbook. Flip through the workbook’s contents here.