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Course Description

It is inevitable that a transfer of decision making from parent to child will occur at some point in a parent’s life. If no planning has taken place, it can be messy with hurt feelings, lost money, and a steep learning curve. Organizing personal affairs and creating a plan for aging allows families to better navigate a crisis provid­ing peace of mind for all. This class will look at ways for you and your parents to prepare for their aging, allowing them greater independence and future flexibility. In addition to the organization of the legal paper­work, accounts and insurance policies, you’ll also learn how families can create aging plans that consider living arrangements, distribution of personal items, when the parent should relinquish financial responsibly and medical decisions.

Notes

This course is taught by Bode Hennegan, Founder of Life Managers, and is held at the Temple University Ambler campus.
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