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Finances October 3, 2023

Sometimes Part of Financial Planning is Financial Caregiving

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We want to remind you of the importance of taking care of your loved ones, especially when it comes to their financial well-being. Whether you're a current or potential financial caregiver, or planning for your own future, it is important to understand the responsibilities and best practices that come with these roles.

We are excited to offer a FREE digital course that will guide you through the process of becoming a financial caregiver. You will learn about the emotional, physical, and mental traits needed to be a financial caregiver, as well as the short- and long-term duties. You will also be able to define filial, contractual, and fiduciary caregiving arrangements, and discuss the needs of self-care for a caregiver.

Check out our free online course "Becoming a Financial Caregiver" here.

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