A Holistic Approach to Financial Planning for Older Persons and Family Caregivers

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: 

  1. How a financial planner works with older clients and their family caregivers to incorporate long-term care considerations.
  2. Know your client information and understand their wants and needs.
  3. What if the individual wants to travel OR needs homecare support at home?
  4. OR if they want to travel and live part time in 2 different countries?
  5. Or move into a retirement home?

February 21, 2023 ⋅ Podcasts