Finances of Caregiving (5 week series)

Wednesday, January 29, 2020, 3:30pm
University of Iowa Hospitals and Clinics Conference Room Melrose #4
200 Hawkins Drive, Iowa City, IA 52242

Serving as a caregiver may stir up feelings of guilt as families struggle with what is best for the person in need and how it affects the rest of the family.

Understanding your choices means knowing your current situation. The Finances of Caregiving, a course offered through Iowa State Extension and Outreach, will guide participants through finding and collecting that information. Materials and guidance will be provided to assist caregivers in protecting their assets and prepare for their retirement while providing care.

Course Outline

Lesson 1 

Understanding Your Starting Point
Completing personal worksheets

Lesson 2

Why It’s Essential to Plan
Wills, Living Wills
Durable Power of Attorney for healthcare and other financial matters

Lesson 3 

Caregivers: Don’t Forget to Plan for YOUR Retirement
Retirement Plans - Ways to continue tax-deferred savings while caregiving

Lesson 4 

Paying for Care
Long-Term Care Insurance
Veterans Benefits, Medicare, Medigap, and Medicaid

Lesson 5 

Effective Communication
Taking Time and Planning Ahead

This five-week program will be offered on Wednesdays beginning January 29th, 2020. This is a hybrid class format and we will meet face-to-face for the first and last sessions on Wednesdays from 3:30 to 5:00 pm in Conference Room Melrose #4 at University of Iowa Hospitals & Clinics, and we will meet online the middle three sessions.  This course is offered at NO COST to UI faculty and staff. Participants are allowed to bring a friend or relative, if preferred, at no cost. Please indicate this during registration. Register here. 

Individuals with disabilities are encouraged to attend all University of Iowa–sponsored events. If you are a person with a disability who requires a reasonable accommodation in order to participate in this program, please contact Diana Kremzar in advance at 319-335-3558 or familyservices@uiowa.edu.