Financial Caregiver Academy Complete
The complete Financial Caregiver course PLUS access to all digital downloads, including checklists, guides, and focus topics.
Bundle includes
Here are all the products that are included in your bundle.
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Your Long-Term Care Blueprint
Digital downloadI’ve crafted a guide to help you navigate long-term care planning, covering housing options, costs, payment strategies, and a helpful questionnaire for personalized planning.
Free
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All Products, Courses
Complete Financial Caregiver Course
CourseUnlock essential skills in financial caregiving with our comprehensive course. Learn about aging and the Four P's of financial caregiving, to support loved ones effectively. Gain confidence and tools to ensure their financial well-being
$149
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All Products
Wealth and Honor Community
CommunityThe Wealth and Honor Community is a community of financial caregivers, guardians, family trustees, and honoring adult children, committed to serving their aging loved ones with compassion and integrity.
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Essential Estate Planning 2025 Guide
Digital downloadMaster the essentials of estate planning with my comprehensive guide, covering Wills, Power of Attorney, and Healthcare directives, plus a checklist to prepare for your attorney meeting.
Free
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2025 Guide to Social Security
Digital downloadI present a comprehensive guide to Social Security benefits, detailing types, eligibility, taxation, and more to help you make informed decisions about your financial future.
Free
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2025 Long Term Care Planning Guide
Digital downloadDiscover the importance of long-term care planning, costs, and funding options like insurance and Medicaid. Plus, get a discussion questionnaire to align care preferences with your loved ones!
Free
