Intergenerational Eldercare Mediation

By AGF Management Limited

Help the whole family plan for eldercare.

Financial advisors increasingly serve families of multiple generations. As the older generation ages, questions inevitably arise about eldercare — the options, costs, “myths and legends” about what the government does and doesn’t cover, and waiting lists. In addition to experiencing uncertainty about these factors, each family member may be struggling with their own personal fears.

Advisors can support clients and their families by providing them with necessary information and helping them plan for this important and expensive phase of life and still leave a legacy to future generations.

This course covers basic information about eldercare and eldercare trends (15%), the impact of intergenerational influences on eldercare planning and how intergenerational eldercare mediation can help (35%), and how to add value to client relationships by understanding and addressing various caveats/dilemmas related to eldercare planning (50%).

Client examples are presented throughout that illuminate the nuances of intergenerational dynamics. The course concludes with an example of a multigenerational family meeting that serves each family member’s needs by implementing the strategies presented.

Course presenter Pat Irwin enjoyed a long successful career in financial services — banking, trust and systems consulting — in Canada and the U.S. before founding ElderCareCanada, a consulting service that helps adult children and their aging parents.

As president of ElderCareCanada, Irwin builds on her consulting and service-quality training to develop strategies with families, including planning related to long-term care, estates, wills and funerals.

Irwin is a certified professional consultant on aging, holds a certificate in mediation from the University of Windsor, and is a professor of distance learning with Centennial College.

Intergenerational Eldercare Mediation

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Professional Development

1.00

Compliance

--

The Institute/IAFE

Ethics

--

Financial Planning

1.00

Practice Management

--

Product Knowledge

--

FP Canada

Product Knowledge

--

Professional Responsibility

--

Practice Management

--

Financial Planning

1.00

CSF

Matières générales

--

Mutual Funds

--

Assurance de personnes

--

Compliance

--

Courtage en épargne collective

--

General Subject

1.00

Group Insurance of Persons

--

Group Savings Plan Brokerage

--

Insurance of persons

--

ICS

Life Insurance

1.00

Alberta Insurance Council

General Insurance

--

Life Insurance

1.00

FSRA

Life and/or A&S

1.00

MFDA (2023-2025)

Business Conduct - Ethics

--

Business Conduct - Non-Ethics

--

Professional Development

1.00

Course Type:

Video

Passing Grade:

11/14 (79%)

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