September 2, 2021 • 56 mins
Join Annalee as she welcomes Bob Mauterstock, Co-President of Plan4LifeNow. They will discuss how financial advisors and wealth managers can address the needs of their aging clientele and the adult children who may be family caregivers. A Genworth Beyond Dollars 2018 study found that 46% of family caregivers had to work fewer hours, 30% of family caregivers missed important career opportunities, 63% of family caregivers are paying for their loved one's care out of their own funds and 42% of family caregivers reduce their contributions to their own savings/retirement.
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