Solutions for the Caregiver Crisis

Getting your documents in order can be very stressful in times of crisis, that's why it's good to prepare in advance! Tune in to hear Harry and Annalee discuss the key components of worry-free planning and answer all your questions about the documents you need!

It takes a lot more than a weekend to plan your retirement. Marcia digs into the details after spending the past two decades getting an inside look at transitioning and planning your retirement, claiming your social security, and how uniquely necessary your health is to get the most out of your Social Security and retirement.

Listen in to hear tips for families who find themselves in this situation and for those who want to get some of the legwork done now so when facilities re-open, you are confident with your tours.

Jim Silbernagel is an independent agent registered with Concorde Investment Services,
Inc. who entered the insurance industry in 1982, followed by the financial services
industry in 1986. Jim is also dedicated to providing resources pertaining to Long-Term
Care with all of America.
Jim is the Creator and Host of Real Wealth®, a podcast for insurance and financial professionals to
educate their clients on how to make smart choices with their money, to avoid financial hardship, to
reach their finance goals, and ultimately tolive the life they want to live. Jim also leads Power Session
LIVE, a monthly best practice and training session for advisors nationwide featuring top industry
leaders.

Rob Horkheimer, MPT, CAPS, ECHM, CEAC, CLIPP – is an accessibility consultant, physical therapist, and owner of BILD. He has educated thousands of professionals and individuals on accessibility and patient transfer lift nationally since 2014. Brian Drew is an interior designer and project manager for BILD for over 8 years and has extensive experience as a universal and accessible design expert. BILD is a Wisconsin based accessible home modification provider who provides small to large accessible remodeling, design, lifts, transfer devices, and consulting services. We combine the expertise of accessibility consultants with backgrounds as physical & occupational therapists with interior design services to provide tailored accessibility solutions. We also provide remote consulting and design services throughout the United States to assist individuals with establishing a successful plan for making their home more accessible, promoting independence, protecting caregivers, and protecting or improving the aesthetics of their environment.

If you are a member of the FPA, register for the free webinar on April 15 at 2pm ET.

Interested in learning more? Contact Us at www.Plan4LifeNow.com

Seniors are isolated in their homes or in lock down in care communities. This is the time to further enhance your client relationships by leveraging technology. Ensuring your clients have the supplies they need, their critical documents in order, and facilitating a family meeting are critical during this pandemic. What your clients will remember the most is how attentive you are during this pandemic.

Attendees will learn:
how to leverage technology solutions to meet with your clients during COVID-19 and beyond
how to deepen your relationships with your clients and other professionals
how to address end of life planning and facilitate family meetings