IFB Workshops

Caregiving Conversations: A Head-on Approach to Financial Caring

Presented by: Dr.Amy D’Aprix, Founder of  Life Transitions by Dr. Amy

Now available for on-demand viewing on CE Central!

Cost to register:

IFB Members: Free | Non-members: $20

Presentation Overview

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0 |  FP Canada # 9702 (Financial Planning) 1.0 | AAC #58610 (Life, A&S & General)  1.0 |  MB  #37413 (Life and/or A&S)  1.0

Financial Advisors are in a perfect position to help with this crisis, as they are uniquely positioned to engage clients in Caregiving conversations. This presentation provides a better understanding the widespread impacts of Caregiving and will enable Financial Advisors to assist clients now and plan for future care needs.

Dr. Amy addresses the pervasiveness of this inevitable life transition, how so many people have not made plans for long-term care, the types of care available, and the possible unexpected costs.

The effects Caregiving are widespread for clients and their families. If not caregivers already, it is quite likely clients will take on this role in the future or need their own care in the future. Knowing the practical, emotional, family, and financial implications of Caregiving will assist in identifying clients’ struggles and concerns. Dr. Amy will also share tips and practical techniques for having meaningful conversations which can also connect with multi-generational family.

Advisors can become more ‘trusted’ as a result of encouraging clients to prepare for this inevitable life transition of Caregiving to avoid a later-life crisis.

Click here to download the key takeaways

About Dr. Amy 

Amy D’Aprix, MSW, PhD

With both a Masters Degree and PhD in Social Work, Amy D’Aprix has been providing down-to-earth, practical, and professionally informed guidance on Life Transitions, to individuals and professionals, for over 30 years. “Dr. Amy”, as she is affectionately known, is passionate about helping people have more choice, control and independence to improve their quality of life as they age.

Her company, Life Transitions by Dr. Amy, is a reflection of her passion. “Your Best Life Forward” is a unique website designed for anyone facing the practical, emotional and family implications of a significant life transition. Trusted Advisor of Choice is a practice elevation program that will allow professionals to better understand their clients and prepare them for the financial and legal aspects of any life transition they face.

Dr. Amy is a Certified Professional Consultant on Aging (CPCA). She has authored the book From Surviving to Thriving: Transforming Your Caregiving Journey, and co-created a CD/Workbook: Building the Bonds of Friendship in Midlife and Beyond. She also created the Life Memories Journal and Caring Cards to inspire more meaningful conversations between generations. Dr. Amy is a frequent guest on radio and TV shows and has appeared on: The Social, Breakfast Television and Canada AM, and CBC radio. She has also written numerous articles for print and online publications, including for Huffington Post and Family Circle magazine.

She has consulted extensively with CHARTWELL Retirement Residences, MD Financial Management Inc., BMO Financial Group and Scotiabank. A gifted, powerful and inspirational speaker, Dr. Amy has addressed thousands of their advisors and clients across the US and Canada, providing inspiration to people facing challenging or difficult life transitions.

Recently, Dr. Amy shared her insights on “How to Help Older Adults Navigate the Covid-19 Pandemic” with Lainey Lui and Marci Len of The Social and “How to Face Life Transitions With Grace and Knowledge” with Media Personality Kelley Keehn.