Advocacy, Guide and Education are what you can expect with the Case Management team.
Sometimes life changes without warning. When someone you love falls ill, suddenly retires, or needs to change residences due to a life changing event, the need for support becomes urgent. Without the time or expertise to make informed decisions, this can cause tremendous pressure on the ones we love.
The reverse is also true. Many clients recognize the importance of planning their affairs while they are in good health.
Check out the Elder Planning Counselor website for more information on the certification.
And find out more about the Advisorly AGE Program on this page.