05 Aug The AGE Program
The AGE Program is a three-step process that supports clients in planning for aging, retirement, and beyond.
Also known as Case Management, it consists of:
- Assessment
- Portfolio Development
- Follow-up Consultation
In the assessment phase, the Case Manager facilitates an in-depth interview with the client. The assessment looks at areas such Healthcare, Estate Management, Financial, Legal, Funeral Planning and Insurance.
Next, a personalized portfolio or an action plan is developed to meet the client’s specific planning needs. The portfolio provides education on matters related to the assessment. It also includes a to-do list and a list of resources and service partners. The portfolio also addresses potential outcomes for not having appropriate plans in place for the future.
In the follow-up consultation, the Case Manager meets with the client to review their portfolio. Clients are encouraged to have a family member attend the meeting to support their future planning. Both the assessment and the follow-up consultation can be done in person, over the phone or over video.
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