Ep44: Memory Loss and Keeping Control of Finances

Sage Money Conversations with Barbara Norman CFP®

Dealing with Dementia, Alzheimer’s, or just general aging and slowing down is stressful. Adding on to that, is the worry and the legal complexities for how bills and finances are handled. This has the potential for high drama!

Amy Burfitt walks us through the conversations and nuances we need to be aware of. Learn to navigate the process and protect your loved ones – before you get there!

Amy Burfitt is the Executive Sales and Marketing Director at Monarch Cottage located in the village of La Jolla. She is proud to have over 15 years’ experience supporting families and seniors in San Diego. Her passion is guiding families through the complex space of long-term care by simplifying information such as the difference between the varying types of long-term care, Medicare, MediCal, LTC insurance and what is needed legally and financially. She graduated from Sonoma State University, in Communication Studies and has worked for Sunrise Senior Living, LivHOME, Healthy Living and Monarch Cottage.

#alzheimerscare #dementiacare #longtermcarefinancialplanning #seniorlivingn #protectyourlovedones

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