A Holistic Approach to Financial Planning for Older Persons and Family Caregivers
Podcasts
February 21, 2023
Join Jane Teasdale from our ‘Mosaic’s Community Life Podcast – Life in Canada’ Series 11 with special guest Kusum Sen, Financial Planner. In this podcast we will be discussing: How a financial planner works with older clients and their family caregivers to incorporate long-term care considerations. Know your client information and understand their wants and […]
