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:
- 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 needs.
- What if the individual wants to travel OR needs homecare support at home?
- OR if they want to travel and live part time in 2 different countries?
- Or move into a retirement home?