La gestion des finances d’un être cher âgé comprend la compréhension de certains aspects uniques des sources de revenu, du logement et de la protection juridique. Ce webinaire donne un aperçu de certains domaines clés à connaître.
A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually
Learning Objectives:
1. Outline key aspects of budgeting and expenses
2. Explain common sources of retirement income
3. Compare housing options throughout retirement
4. Identify key aspects of survivor, estate, and tax planning