Caring and Counting: Year-End Financial Steps for Family Caregivers

Caregiving changes everything—including how you manage money.
As the year ends, most families are juggling two sets of finances, two calendars, and endless decisions. This educational, 40-minute session plus time for Q&As will help you close out the year with clarity and control.

Led by Scott Bown, MBA, CFP®, founder of Caregivers Resource Group, this webinar walks you through what to gather before December 31, how to coordinate income and care expenses, and which tax or insurance deadlines matter most for families in caregiving roles.

You’ll also receive the Family Care Year-End Financial Checklist & Strategies Guide, a downloadable resource to help you apply what you learn immediately.

Whether you’re a family caregiver, preparing to become one, or simply trying to stay financially organized while supporting someone else, you’ll leave with practical steps to protect both your household and your loved one’s financial wellbeing.

What You’ll Learn:

• What to review, organize, and gather before December 31
• How to coordinate income, expenses, and caregiving costs
• Which tax and benefit opportunities family caregivers often miss
• Ways to track and reduce out-of-pocket caregiving expenses
• Strategies to protect your own financial stability while providing care

Who Should Attend:

• Family caregivers managing a loved one’s finances
• Adult children helping aging parents organize money and care
• Professionals supporting employee caregivers
• Anyone preparing for a future caregiving role

Event Details:

• Duration: 40 minutes + live Q&A
• Recommended Time Slot: Wednesday, 12:00–1:00 PM (Eastern Time)
• Location: Live virtual session (Zoom link provided after registration)
• Cost: Free educational webinar
• Download: Attendees receive the Family Care Year-End Financial Checklist

About the Presenter:

Scott P. Bown, MBA, CFP®
Scott is a financial and family-care strategist, and founder of Caregivers Resource Group—an organization dedicated to helping families navigate caregiving and financial transitions with clarity and confidence.Through coaching, education, and planning systems, he helps families align care decisions with financial stability and long-term peace of mind.

Hosted By:

Caregivers Resource Group
Resources · Guidance · Community
www.caregiversresourcegroup.com

Disclaimer:

The information provided in this webinar is for educational and informational purposes only and should not be construed as financial, legal, or tax advice. This event does not create an advisory relationship and is not tailored to the specific needs of any individual. Always consult a qualified financial advisor, legal professional, or tax expert before making financial decisions.

Scott Bown is an Investment Advisor Representative of Advice Only, PBC, a Registered Investment Advisor. All investment advisory services are provided through Advice Only. Further details are available in our ADV or at www.adviceonly.com.