Module 4 — Family & Support Readiness
Nearly every retirement plan contains a caregiving assumption, and almost none of them say so. A spouse will manage. A daughter will step in. When that assumption fails, it usually fails quickly, and the cost lands on two generations at once.
This module helps advisors find that assumption and test it before it breaks. It covers what day-to-day caregiving actually requires, how to identify who the plan is counting on and whether proximity, employment, and their own health make it workable, and what happens when the caregiver becomes the person needing care. It also addresses the adult child coordinating from a distance, often invisibly, and what that role costs in income, hours, and their own retirement savings, which is frequently the advisor’s opening with the next generation. A professional caregiving provider discusses caregiver strain and when informal support needs reinforcement.
At the end of this module, the financial advisor will be able to:
- Describe what day-to-day caregiving actually involves
- Identify who the financial plan assumes will provide care
- Assess whether that person is willing, able, and close enough to do it
- Recognize when informal support needs professional help
- Explain how caregiving affects the adult child’s own financial plan
Kelly Baird
Co-Founder and Chief Operating Officer
bQuest
Kelly Baird is the Co-Founder and Chief Operating Officer of bQuest, a care intelligence and coordination platform connecting financial advisors and their clients with trusted professionals throughout the aging, caregiving, end-of-life, and loss journeys. With nearly two decades of experience leading partnerships and initiatives across public health, economic development, early childhood systems, and community development, Kelly brings a systems-level perspective and a deep commitment to building collaborative solutions that create lasting impact.
Kelly’s passion for transforming aging care is rooted in personal experience. As an adult daughter, caregiver, and crisis navigator for her parents and 99-year-old grandmother, she experienced firsthand the emotional and logistical challenges families face when navigating care without a clear guide. At bQuest, Kelly leads the development of a national ecosystem of vetted professionals, working to ensure families have access to compassionate, trusted support when they need it most.
Scott Viscomi, MBA
Midwest Area Sales Manager
TheKey
Scott Viscomi, MBA is Midwest Area Sales Manager for TheKey, the nation’s largest premium provider of private-duty home care. He leads strategic growth and relationship development across the Chicago, Milwaukee, and Michigan markets, helping families access the care and support needed for older adults to age safely and with dignity at home. Scott brings more than two decades of senior executive experience across healthcare, home care, and consumer industries.
Throughout his career, Scott has held leadership roles including President of North America for Train Alta, Managing Director of Adidas Combat Sports, and Vice President of Sales & Marketing for Alliance MMA, the first publicly traded MMA organization. He is known for building high-performing teams, developing mission-driven partnerships, and advocating for older adults
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