Course curriculum

  • 1

    Welcome to the course!

    • The Foundation

    • Caregiver Roadmap
  • 2

    Understanding What "Mom" Needs

    • Overview / Determining the Need

    • Pre-Meeting Checklist

    • Journey Stops

    • Journey Stop Checklists

    • Test your learning
  • 3

    Discovering "Mom's" Resources

    • Discovery / Financial

    • Gathering Financial Information Worksheet

    • Discovery / Legal

    • Pre-Meeting Estate Planning Review
  • 4

    The Mom Centered Family Meeting

    • Pre-Meeting Communication

    • IADL / ADL / Options Charts

    • Pre-Meeting Communication Checklist

    • Remote Family Caregiver Task Ideas

    • During The Meeting
  • 5

    Implementing Your Plan

    • Post Meeting Implementation - Availability

    • Post Meeting Implementation - Scheduling

    • Family Scheduling List

    • Post Meeting Implementation - Money
  • 6

    Pivot. Being Prepares As Things Change

    • Pivot Plan
  • 7

    Next steps

    • Congrats! You Made It! (Wrap Up)

    • Before you go...