Managing the finances for an elderly loved one includes understanding some unique aspects of income sources, housing and legal protection. This webinar provides an overview of some key areas to be aware of.
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