Money Matters: A Caregiver's Guide

SouthPark Regional Library 7015 Carnegie Blvd Charlotte North Carolina 28211

This workshop is for anyone who provides care or support for someone with a chronic illness, such as Alzheimer’s, or dementia. We will cover information on legal, financial and medical issues, and present activities that will help you create a financial plan. We will also discuss tips on how planning can help minimize stress and drama, to fund care, avoid costly financial mistakes, and help caregivers manage their own finances.

This presentation was created by the Alzheimer's Association and has content for any caregiver. Presented by Frank Summers, CFP®


  • Unexpected ways caregiving affects finances.
  • The legal and financial documents caregivers should put in place.
  • Prepare for useful discussions about financial decisions and planning.
  • Identify steps to lower the chances of financial abuse and fraud.
  • Begin to create a backup plan in case you can no longer provide care.

This will be presented at the SouthPark Regional Library, September 26 at 6 p.m.

Click here to register