From Conversations to Care Plans: How to Support Caregiving Clients

As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to discuss how advisors can guide clients through one of life’s most emotional and financially complex journeys. Bill has spent the last decade helping families navigate dementia, long-term care, and aging. Learn how to recognize early signs of caregiver stress, approach difficult topics with empathy, and help clients plan for the costs and logistics of care.

Resources:

• Organizations with helpful resources: Cohen Caregiving Support Consultants, Alzheimer’s Association, AARP Caregiving Resource Center.
• Book: When Women Get Sick: An Empowering Approach for Getting the Support You Need by Rebecca Bloom

Statistics:

• Memory care facilities can cost over $10,000 per month