For Career Professionals
Guardian Wealth Care services offers customized financial wellness workshops tailored for career professionals balancing work and caregiving responsibilities of older parents. Led by Christine Parker, CFP®, APMA®, CSRIC® to provide practical guidance on managing financial stress, planning for future care expenses, and maintaining financial well-being during this demanding phase of life. Our programs also incorporate mindfulness techniques to help family caregivers approach financial decisions with clarity and calm, creating a much-needed sense of balance.
Benefits
- Financial Well-being
- Calmness and Clarity
- Mindfullness Techniques
Services
- One-on-one or small group workshop
- Fall 2024 Slide Deck
For Financial Advisors
Guardian Wealth Care Services offers continuing education seminars for financial advisors focused on supporting clients who are caregivers for aging parents. Led by Christine Parker, CFP®, APMA®, CSRIC®, these seminars equip advisors with tools grounded in the psychology of financial planning to build trusted relationships and address the unique financial stressors caregivers face. Advisors will learn holistic strategies, including mindfulness techniques, and stay informed on key legislative initiatives, enabling them to provide comprehensive, empathetic financial guidance.
Benefits
- Continuing education
- Practice management
Services
- Webinars
- Seminiars
