Season 2 Episode 20 - The ABCs of Elder Care for Financial Professionals ft. Annalee Kruger

About our guest…

Annalee Kruger has devoted her entire career to seniors and their families. It all started by helping care for her grandparents when she was young. Then she was an Activities Assistant in an assisted living community while she earned her degree in Social Work. Then as a Social Worker and Executive Director in (CCRC’s) Continuing Care Retirement Communities. During your 25+ year career, you've grown to understand the impact medical crisis has on family relationships which led you to start your own company, Care Right Inc., in 2011 which provides concierge services to families with aging loved ones and where you help families across the globe develop their Aging Plan. She also is putting the finishing touches on your first book, The Invisible Patient: the Family Caregiver.


What we talked about…

🎙️How Has the Pandemic Affected Seniors

🎙️How Can Financial Advisors Support Caregivers?

🎙️Psychology of Financial Planning

🎙️Isn’t This What Long Term Care is For?

🎙️Financial Plan vs. Aging Plan


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Season 2 Episode 19 -So You Want to Get Into Financial Planning...Here's What You Need to Know! ft. Nancy Langdon Jones