Financial Caregiving: A Guide For Effective Support

Beal Bank as the presenter.

Being a financial caregiver is both rewarding and challenging. In this presentation on Monday, March 17 from 11:00 am-12:00 pm, we break down everything you need to know to manage someone else’s finances with confidence. From handling tough decisions to staying organized, our simple, easy-to-understand tips will help you navigate your caregiving role. Whether you’re supporting a loved one or acting as a fiduciary, these resources will empower you to make smart choices and keep finances on track.

Please register at 617-730-2770.