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What Every Adult Child Should Know: Financial Information and Related Documents for Family Caregivers

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What Every Adult Child Should Know: Financial Information and Related Documents for Family Caregivers Edie Felts-Podoll and Clif Barber UW Cooperative Extension ... – PowerPoint PPT presentation

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Title: What Every Adult Child Should Know: Financial Information and Related Documents for Family Caregivers


1
What Every Adult Child Should Know Financial
Information and Related Documents for Family
Caregivers
Edie Felts-Podoll and Clif Barber UW Cooperative
Extension Family Living Programs PATHWAYS TO
FINANCIAL SUCCESS CONFERENCE Wisconsin Dells, WI
June 16-17, 2011
2
Outline
  • Population aging and impacts on families
  • UW Extension response Curricula designed to help
    family caregivers
  • Brief History and Overview of Curriculum What
    Every Adult Child Should Know (WEACSK)
  • Teaching example (from Adams County)
  • Tips and Resources

3
The Age Wave
4
Population Aging in The United States
5
Increase in Percentage and Number of Persons in
the U.S. Age 65
6
Percentage of Americans Age 65 Expected to
Survive to Age 90
7
Population Aging in Wisconsin Percentage of
Persons Age 65 by County 2010-2035
Wisconsins Age Wave









See Packet Handout
8
How Will Population Aging Impact Wisconsin
Families?
9
Impact Increase in Family Caregiving
  • Based on a 2009 national survey, it is estimated
    that 43.5 million people in the U. S. currently
    provide some level of care for an adult age 50 or
    older. Two-thirds of these caregivers are female,
    and three-quarters are White (National Alliance
    for Caregiving and AARP, 2009).
  • The number of families involved in caregiving
    will increase as the Baby Boom generation ages.

10
Educational and Informational Needs of Family
Caregivers
  • In a 2009 national caregiving survey, nearly
    eight in ten caregivers wanted more information
    on such topics communicating more effectively
    with the care recipient and other family members,
    balancing work and eldercare, and managing legal
    and financial issues (National Alliance for
    Caregiving and AARP, 2009).

11
UW Extension Family Living Programs
Helping Families With Caregiving
12
Curricula Designed to Help Family Caregivers
  • Powerful Tools for Caregivers
  • Adult Children and Aging Parents Conversations
    Between Generations
  • Caregiving Relationships
  • Protecting Your Retirement and Other Financial
    Information What Every Adult Child Should Know
  • Who Gets Grandmas Yellow Pie Plate?

13
FYI Public Website http//fyi.uwex.edu/familycareg
ivereducation/
14
What Every Adult Child Should Know
  • The goal of this program is to help caregivers
    protect their assets and prepare for retirement
    while providing care. The information will also
    assist with financial discussions that might take
    place as families make important decisions about
    the care receivers future.

15
History
  • Developed by Celia Ray Hayhoe, Ph.D., CFP,
    Virginia Cooperative Extension
  • Funding provided by the National Endowment for
    Financial Education

16
Organization of Program Manual
  • Chapter 1 deals with understanding where you and
    the care receiver stand financially and what
    resources are available to pay for care.
  • Chapter 2 outlines why it is essential to plan
    ahead by having in place all the legal documents
    a care receiver needs.
  • Chapter 3 summarizes the financial decisions
    family caregivers need to consider.

17
Manual Content (continued)
  • Chapter 4 discusses the types of care available
    and the programs that cover the cost of different
    types of care.
  • Chapter 5 deals with how you can pay for care
    using long-term care insurance, Veterans
    benefits, Medicare, Medigap insurance, and
    Medicaid.
  • Chapter 6 explains communication techniques
    families can use when discussing these difficult
    issues.

18
Video
  • Contains vignettes of communication challenges
    that typically come up when dealing with
    caregiving issues as well as techniques for
    discussing these issues among a family. Scenes
    offer examples of talking about caregiving issues
    with the family or appropriate third parties,
    such as a financial planner, attorney, or case
    worker who can help conversations remain
    objective and less emotional.

19
CD-ROM
  • Has a PDF version of the binder, but is designed
    for use by groups or individuals with computer
    access. In addition to toe PDF of the binder, it
    contains a leaders guide, PowerPoint slides for
    each chapter, and an evaluation sheet. It also
    contains worksheets that can be customized to the
    needs of each particular group. If individuals
    want to use a computer to complete the forms, the
    CD-ROM contains interactive forms in Microsoft
    Word and Excel formats.

20
FYI Website http//fyi.uwex.edu/familycaregiveredu
cation/what-every-child-should-know/
21
FYI Website Resources
  • Program Overview. Overview of program materials,
    including the chapter organization of the manual
    and accompanying media materials.
  • Wisconsin Versions of Selected Forms. Sections
    amended for use in Wisconsin by UWExtension.
  • For Class Leaders. This page contains a packet of
    sample teaching materials prepared by Edie
    FeltS-Podoll. Packet includes an example of a
    teaching outline, a worksheet designed to engage
    participants in the need for planning, Powerpoint
    slides, a story of an average rural family (to
    promote discussion), a publicity flyer, a sample
    news release, and HCE/Community Leader's Planning
    Guide, and an evaluation form.

22
Wisconsin Versions of Forms and Documents
23
Educational Use Teaching example from Adams
County
  • Video segment 2 and Discussion
  • Worksheet What You Want Your Family to Know
  • Story of an average rural family (George and
    Deana)
  • Choosing document examples
  • Lasting impression (Video segment 1 no one
    wants this to happen in their family)

24
Worksheet
25
Story of an Average Rural Family George Deana
26
How To Formulate a Process to Distribute Program
Materials
  • HCE Leaders Planning Guide
  • News release
  • Poster

27
Playing with the acronym What Every Adult Child
Should Ask
WEACSK We All Should ASK
28
Wisconsin-ized Documents and Forms
  • The documents and forms printed on yellow paper
    (in the 3-ring binders) have been amended for use
    in Wisconsin. They can be inserted into the
    program manual at the pages indicated on the FYI
    website.

29
For/Name __________________________ Care
Receiver _______ Caregiver _______ Date
______________
Date Reviewed By Whom Updated (v ) Remain the Same (v )




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