The conference is for those 10-15 years from retirement and for those who are already caregiving for their aging loved one(s). 

Did you know you are one of your loved ones’ main financial and medical resources? I bet you didn’t realize that. 

You may be experiencing a caregiver’s dilemma because you don’t know when your loved one’s circumstances will go BOOM!!! 

You are worried about that phone call or text you might get, or worse; you arrive after they haven’t picked up the phone. 

The dilemma is most of our loved ones want to live independently for as long as possible without additional help or resources. But sometimes, this is watching a train wreck in slow motion. You know there is danger, as you can’t outrun the inevitable. Instead, you want to change tracks or the destination with the right help. 

You want to care for your loved ones but need the best information before you lose money by delaying care decisions, enduring messy family communication, and going through back-to-back setbacks before your loved ones get the proper care.  Catching up is hard if you are behind.  Many of my clients complained they wished they knew what they know now. This would have saved them time, money, and their sanity. 

Because you didn’t realize until now, you could have found an easier, faster, better, and more cost-effective way. 

You get annoyed when others tell you to “just take a break.” Taking a break when the work isn’t done and when there is no assurance of a plan in place isn’t that simple. 

But you worry about having to do it all…

• The feeding 
• Care coordinator and next step/place planner
• Dressing them
• Cashflow & asset administrator
• Seemingly endless medical appointments
• The bathing
• Medication & treatment manager
• Helping them to sit and stand 
• While also being their social director. 

You stare blurry-eyed at your computer after midnight, trying to finish work while your family begs you to go to bed. 

Are you taking care of yourself? Or are your daily aches and pains becoming increasingly difficult to ignore? Your mood dampens as your stress and anxiety skyrocket, trying to keep up. Your sleep has become more fitful than restful. Are you also delaying your own medical and financial appointments?

The simple line between you and your aging loved one becomes fuzzy as you become a caregiver and an overwhelmed and absent professional that is also an exhausted and frustrated human being. 

Most caregivers unsuccessfully juggle multiple balls in the air. They often drop the balls regarding timely financial choices to reduce health care costs, taxes, and how best to spend money in retirement with their aging loved one.

If you’re stuck planning how to keep your life together while caring for your loved ones, you’ve come to the right place.

Find the resources and support to keep you and yours safe, comfortable, and happy… even if life comes at you fast.

Please register as you have come to the right conference.