Be Proactive in Your Financial Planning

Discover practical strategies to prepare for the financial impact of caring for a loved one with a chronic illness. From budgeting to insurance, we've got you covered.

Plan Ahead for Peace of Mind

Learn how to create a comprehensive financial plan that ensures you are ready for any unexpected medical expenses or long-term care needs.

Support and Resources

Access a wealth of information and resources to help you navigate the complex world of financial planning while caring for a loved one with a chronic illness.

Welcome to Financial Planning for Caregivers

Are you dealing with the financial challenges of caring for a loved one with a chronic illness? Our course is designed to provide you with the tools and knowledge you need to navigate this difficult journey with confidence and peace of mind.

Course Curriculum

9 Chapters · 77 Lessons

  1. 1

    Proactive Planning: A Starters Guide for Long Term Care Planning

    1. (Included in full purchase)

      Course Overview

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      Course Objectives

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      Lesson Plan

  2. 2

    Introduction to Financial Planning

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      Introduction to Financial Planning

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      Lesson Overview

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      Learning Objectives

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      What is Financial Planning?

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      Components of a Financial Plan

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      Conducting a Financial Health Self-Assessment

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      Steps to Create a Personalized Financial Plan

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      Reflection Activity

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      Key Takeaways

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      Quiz

  3. 3

    Budgeting for Care

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      Budgeting For Care

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      Lesson Overview

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      Learning Objectives

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      Understanding Long-Term Care Costs

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      Steps to Create a Care Budget

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      Planning for Unexpected Costs

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      Using Budgeting Tools and Resources

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      Reflection Activity

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      Key Takeaways

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      Quiz

  4. 4

    Navigating Insurance Options

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      Navigating Insurance Options

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      Lesson Overview

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      Learning Objectives

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      Overview of Insurance Options

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      Evaluating Insurance Policies

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      Strategies to Fill Coverage Gaps

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      Navigating the Claims Process

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      Reflection Activity

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      Key Takeaways

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      Quiz

  5. 5

    Long-Term Financial Strategies

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      Long-Term Financial Strategies

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      Overview

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      Learning Objectives

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      Importance of Proactive Financial Planning

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      Savings and Investment Strategies

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      Legal and Financial Tools

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      Developing a Personalized Financial Strategy

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      Reflection Activity

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      Key Takeaways

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      Quiz

  6. 6

    Creating a Support Network

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      Creating a Support Network

    2. (Included in full purchase)

      Overview

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      Learning Objectives

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      The Importance of a Support Network

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      Building a Support Network

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      Leveraging Community Resources

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      Professional Support Services

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      Maintaining and Strengthening Your Network

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      Reflection Activity

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      Key Takeaways

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      Quiz

  7. 7

    Finalizing Your Long-Term Care Plan

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      Finalizing Your Long-Term Care Plan

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      Overview

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      Learning Objectives

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      Elements of a Comprehensive Care Plan

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      Steps to Finalize Your Plan

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      Communicating the Plan

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      Reflection Activity

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      Key Takeaways

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      Quiz

  8. 8

    Course Review: Proactive Planning for Long-Term Care

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      Review

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      Key Topics Reviewed

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      Reflection Questions

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      Action Steps for Participants

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      Key Takeaways

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      Review of the Lesson PDFs

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      Long-Term Care Budget PDF

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      Care Plan PDF

  9. 9

    Thank You for Completing This Course

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      Congratulations on Your Achievement!

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      Key Takeaways from This Journey

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      Next Steps

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      Acknowledgment of Your Effort

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      Stay Connected

    6. (Included in full purchase)

      Closing Thoughts

Ready to Take Control of Your Financial Future?

Join our course today and empower yourself with the knowledge and skills to proactively manage the financial challenges of caregiving for a loved one with a chronic illness.

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