Learning Center

Family Caregivers: How Caregiving Can Jeopardize Retirement Accounts

5 (3 votes)

Recorded On: 11/17/2021

We are in the midst of the "silver tsunami", the aging baby boomers. There is a rise in Alzheimer's and dementia with family members providing the majority of their needed care. What impact do you think family caregiving has on your clients? On their finances? How are you, as their advisor, addressing the Aging Nation and Family Caregiver Crisis? Learn more about:

the prevalence of dementia
the "costs" associated with dementia on family caregivers
the profile of a typical family caregiver
why advisors benefit from identifying and addressing caregiver burnout (how many of your clients are financially supporting their parents and not contributing to their retirement account?)
how you can add value and ask the right questions
the value of an Aging Plan

Participants will better understand the consequences of being a caregiver and the impact on their family

Participants will be able to better plan for their clients and families for the caregiving continuum of retirement

Participants will better understand resources that are available to their client and their families should a long-term care event occur

Annalee Kruger


Care Right, Inc.

For Annalee, providing proactive senior-care planning to families is more than just a career – it’s her passion.
At a young age, Annalee witnessed the challenges seniors face while living with her grandparents (Dad’s father and Mom’s mother) in her childhood home. 

Annalee has spent her entire 25+ year career in the senior care industry and has become a nationally recognized expert in the field of senior care planning having presented at a number of healthcare, senior housing, and financial conferences as well as hosting dozens of webinars.

Chad Eyrich, CLTC

VP, Long Term Care and Linked Benefit Sales, Ash Brokerage

As the VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich t only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United States to present educational seminars on care planning.

Chad was a financial advisor, managing assets for holistic plans. In addition to his Long-Term Care Professional (LTCP) and Certified in Long-Term Care (CLTC) designations, he has his life and health, and property and casualty insurance licenses. Chad serves on the advisory board for the Corporation for Long-Term Care.



Family Caregivers How Caregiving Can Jeopardize Retirement Accounts
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5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available