Designated Daughter® Caregiving Program

Katana with attorney Jane Marx, financial advisor Kevin Gegorski, Rachel Coon of Sunrise Assisted Living and Mike Gollihue of Home Instead Senior Care.

Last week on International Women’s Day, I was honored to facilitated my Designated Daughter® Caregiving Panel Discussion in Columbus, Ohio to a  crowd of 150 guests of The Chaddock Group for Ameriprise Financial.

I have lead this panel and workshop for women’s groups, corporations, attorneys, CPAs, and the Federal Reserve’s Money Smart Week.

Caregiving is a topic that I am passionate about because for the last 30 years, I have helped women plan how they will address the issues of aging, handling their finances and remaining independent — in spite of needing care.

I was also the Designated Daughter for my parents, my grandmother, my great aunt and for many dear clients.

In fact, I just visited my dear friend, Beth, yesterday who is now 97 and still living at home with the help of part-time caregivers.

It was Beth that inspired me to create my signature caregiving process for her many years ago when she was just in her 80s.  We organized everything into a wonderful binder for her loved ones so they would know where everything was when the time came and she needed them to step in.

Since then, I’ve turned that process into a workshop and have written a free report called, “The Designated Daughter Caregiving Manual: How to be prepared for that call in the night.”

You can read my personal caregiving story and download your free copy by clicking here.

This is a special week because I’ve also interviewed caregiving expert, Liz O’Donnell about self-care during eldercare.  It was a wonderful, content-rich interview.  Listen now! The secret to all of this is having the conversation and doing the planning early.  That means start planning now when options are plentiful.

So if you are the Designated Daughter or you need a Designated Daughter and want to identify the gaps and explore a plan, click here to book a 30 minute complementary session now.  Don’t wait.  The time to plan is now! 

Ready to get financial clarity?

Enjoy your life with the peace of mind that comes with having a proven financial strategy, Schedule a consultation today!

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