Aging Loved Ones
Aging and the changes that come with the need for additional caregiving can have a significant impact on personal finances as well as family relationships. This workshop reviews the considerations to make in planning for changes that arise as we age and provides tips for starting healthy conversations with family members that can lead to positive outcomes.
The workshop suggests the Vital Records Workbook as a resource for attendees to explore their own situation and enable further conversations with a financial advisor.
Workshop outline
- Conversation tips
- Essential legal documents
- Financial aspects of providing care
- Emotional challenges
- Resources
Thrivent Financial - Eric Funk, CCPS, CIMA, FIC
Instructor
Eric was referred to Thrivent by the pastor and president of my church.He's been with Thrivent since September 2002 and is enjoying his career with Emerald Financial Group. His goal is to better the lives of those who have a relationship with him, be it personally or professionally. He is married to Karissa and they have two sons. He loves to fish and would fish every day if he could.
7233.131
Instructors:
- Thrivent Financial - Eric Funk, CCPS, CIMA, FIC
| Date | Time | Location |
|---|---|---|
| Thu, Oct 1st 2026 | 5:30 - 6:30 PM | Northrop Community Education Center |
