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financial caregiving

Planning for Financial Caregiving

Learn the benefits of planning for financial caregiving

Posted On: October 19, 2021 by First Option Bank in: Financial Wellness, Trust Services

Financial independence can be difficult to maintain once you or a loved one becomes ill or mentally impaired. While you can’t plan for every circumstance, there are decisions you can make now that will help make potential unforeseen situations easier.

This short course will help you:

Explore future situations where you might need a financial caregiver Compile the documents needed to create a financial plan Discuss the topic of appointing a financial caregiver with...
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Tags: financial caregiving, Financial Education, Financial Wellness, First Option Financial Services

Financial Caregiving

Understanding the expectations of financial caregiving

Posted On: September 28, 2021 by First Option Bank in: Financial Wellness

Being a financial caregiver for a loved one comes with many expectations and demands. In caring and supporting someone else, it’s also important to make sure you are taking care of yourself.

If you’ve been asked to become a financial caregiver, or are considering asking someone to serve as one for you, our course can help you:

Understand the ideal emotional, physical, and mental traits of a financial caregiver Explore different caregiver roles and their associated...
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Tags: financial caregiving, Financial Wellness

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