Care at Home: Helping Clients Make Wise Choices

  • 1 Jan 2024
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Daily money managers are often asked directly by their clients (or by family members) to advise and assist with setting up caregivers in the home. This webinar will prepare DMMs to explain the paid caregiving landscape to their client families and help those client families to assess the type of care that is needed, decide how that care will be provided (e.g. agency vs. direct hire) and select and manage the individual caregiver(s). This webinar does NOT cover the payroll tax issues of household employees as that topic has been covered elsewhere.

This session eligible for 1 credit hour to Standards of Practice, Types of Expenses toward CDMM® recertification