Speaking/Training Agreement:
Financial Services
I look forward to the opportunity to work with your team and training them (and their clients) about aging, diminished capacity, dementing illnesses/dementia progression, caregiver issues, the landscape of senior care, family dynamics, levels of care, end of life issues, solo seniors, dependent adult abuse/financial exploitation, real life case studies, relationship building with your clients, how to use a collaborative team approach with expert professionals, and a variety of other aging topics, all which
negatively impact your clients’ portfolios, their careers, finances, relationships, and health.
The Care Right Value Proposition:
Protect Your Clients. Protect Your Practice.
Our training and collaboration transform your firm’s approach, positioning you as a trusted guide who cares about the human side of wealth. Partner with Care Right to gain the confidence and expertise to:
Stop Leaving Money AND Value on the Table. Proactively address long-term care needs, preserving AUM and mitigating portfolio depletion from avoidable crises. Address the “Human Side” of Planning. Move beyond numbers to offer compassionate guidance when clients ask about caregiving, dementia, and senior care costs.
Safeguard Your Practice from Liability. Gain a deeper understanding of diminished capacity and dementia to protect your firm against potential lawsuits and liability risks.
Increase Client Retention and Engagement. Learn how to confidently facilitate multi-generational family meetings to increase the likelihood that adult children will consolidate their accounts with your firm.
Differentiate Your Firm. Position yourselves above advisors neglecting these client needs, demonstrating that you care about the HUMAN element of financial planning.
Advisors can also leverage Annalee’s book, The Invisible Patient: the Emotional, Financial, and Physical Toll on Family Caregivers to purchase in bulk and present to their clients as a conversation starter.
The value proposition for advisors:
- Stop leaving money AND value on the table
- Address the “human side” of financial planning
- Know how to respond and add value when your clients ask about family caregiving,
dementia, senior care costs - Better understand, identify and address the needs of their clients by learning to use a
collaborative team approach with other experts/professionals - Longevity planning—so aging/caregiving does not tear families apart and you have the
opportunity to meet the generation up and generation down, when you participate in our
family meetings - Client retention/engagement—learning how to develop relationship with clients, have
confidence in broaching aging topics, and learning how to facilitate family meetings
prevents advisors from losing the portfolio after “Ethel” dies plus, adding value and meeting
family members increases the likelihood the kids may move their accounts to your team - Understanding diminished capacity/dementia and safeguarding your practice may prevent
lawsuits/liability - Preserves AUM—if family caregivers continue to step away from their business/jobs, they
will jeopardize their careers, finances, retirement funds. If family caregivers are burned out
and don’t have their health, they won’t have their wealth. If “Marvin” has to prematurely
move into a nursing home because - No one thought to make sure he is thriving at home vs failing at home, he now will be paying
nursing home fees - Advisors will better understand actual costs and landscape of senior care, especially since
the pandemic - Differentiate yourselves from other advisory firms who are neglecting/ignoring the needs of
their clients - Shows you care about the HUMAN side of financial planning and want to add value to your
client relationships
The Unavoidable Statistics: Why Traditional Planning Fails
Failing to proactively address aging and caregiving is a massive, quantifiable business risk. The numbers below show an urgent need for a multi-generational strategy:
The Great Wealth Transfer is at Risk: $124 trillion will shift between generations over the next 25 years, yet 41% of heirs plan to use a different advisor after inheriting wealth.
The Portfolio Loss Crisis:
When assets are inherited by adult children, advisors retain the portfolio just 58% of the time. Up to 70% of heirs move assets within a year of a parent’s passing because they lack a relationship with the existing advisor.
The Financial Toll of Dementia:
The total cost of care for Alzheimer’s alone is projected to hit $360 billion this year, quickly depleting portfolios that are not proactively planned for.
The Human Crisis: Family caregivers provide over 18 billion hours of unpaid care annually. Caregiver burnout jeopardizes the client’s—and the caregiver’s—career, health, and financial security.
Why retain Annalee for training
Annalee is a global family caregiver/senior care/dementia/end-of-life consultant for families, corporations, and financial advisors globally.
She has spent the last 14 years focused on providing training and support to the financial services industry and the clients you serve.
Annalee is a sought-after international speaker, consultant, corporate trainer, and podcaster on aging planning, aging issues, dementia care, improving family communication throughout the aging process, the changed landscape of senior care, end of life and many other topics. She regularly speaks at financial services conferences such as FPA, IWI, NAPA, AICPA, CIMA, NAIFA, and others.
She is also the best-selling author of the Invisible Patient: The Emotional, Financial, and Physical Toll on
Family Caregivers.
Speaking/Training Package
Annual training subscription package:
*This package is ideal for companies who truly are invested in differentiating themselves and want to be
the leader in the financial services industry
- 4 in-person training sessions
- 6 webinar trainings
- 12 group virtual masterminds (once a month)
We know that consistent and frequent training + group call masterminds allows advisors
to feel comfortable and confident in addressing these aging issues with their clients
(whether families or corporation clients). The mastermind sessions are productive—role
plays on how to broaching aging issues with their clients, how to identify at risk
families/clients, how to add value to the client experience, avoiding vulnerabilities in
their financial plan, improving/increasing the client relationship, breaking away from
traditional “portfolio only” conversations, understanding dementia and financial impact
on the portfolio, and much more. These monthly masterminds are intended to be
interactive and participation from all in the group. - Best practices/how to differentiate your organization
- Micro-learnings and refresher course video shorts
- Checklists and question prompts to aid advisors’ confidence
- Promote your company on my social media platforms as an industry leader
- Promote you in my newsletter (I have 30-76% open rates) as an industry leader
- 4 podcast guest slots
A La Carte
Webinars (60 minutes): includes one initial meeting to discuss topic and audience, email exchanges +
Annalee joining 15 minutes prior for IT/sound check
- Note: If a topic is chosen that Annalee needs to create a new slide deck, additional fee
- Note: Annalee requests the attendee/registration contact list (name, email and phone) to add to
her database.
In-person
- Annalee arrives 1-2 days prior to the event (due to typical travel inconveniences/delays) and
departs the day after the event - Note: Annalee requests the attendee/registration contact list (name, email, and phone) to add
to her database
Virtual Masterminds:
- Additional group learning with opportunity for role plays, ongoing education, understanding and identifying dementia issues, best practices, gain confidence in addressing aging issues with your clients, learn how to use a collaborative approach with other professionals, grief, changing roles of family members, etc.
What Clients Are Saying
OMG I’ve gone through this scenario with my Mom (she passed last year) and as the presenter went through her checklist I kept nodding my head up and down. It should be a mandatory requirement that all financial planners go through an eye opening course like this one. Excellent!!!!!!!
Webinar Attendee
Annalee Kruger is the best at what she does to help people with aging parents and think about their own plans for the future.
E. D’Onofrio
The best thing I can say about the presentation is that I already ordered her book! I do wish this had been longer, even 15 minutes.
Webinar Attendee
Annalee has in-depth knowledge on the challenges seniors and their families face as they age. She is a wealth of information and has resources and recommendations for families trying to find appropriate care or face the demands of caregiving themselves. She can connect very well with anyone she works with, she’s motivated, dedicated, and I’d be hard-pressed to find anyone with a more positive attitude! I’d highly recommend Annalee!
T. Zeise
[Y]our experience and practical insight is such a gift for those who are faced with caregiving […] I look forward to promoting you to our Retirement Speakers Bureau clients, the 401k market and the upcoming Women and Retirement program.
B. Meredith
She’s great and full of knowledge and experience to share.
Webinar Attendee
Reviews From FPA Annual Conference December 2025
Excellent session and gained a lot of knowledge and also how I should consider adding a line item to the plan for greater expenses.
Webinar Attendee
This presentation may change my practice AND my personal life. Thank you for doing this important work. I will put what I learned to work right away with my own elderly aunt and uncle.
Webinar Attendee
Best presentation I saw this week
Webinar Attendee
This presentation really hit home personally.
Webinar Attendee
Important and thought provoking session!
Webinar Attendee
