Financial Planning for Older Adults: What Family Caregivers Need to Know
Starting the conversation early about finances with your parents or loved ones before a crisis is essential to making good decisions. In this session, talk about what information to gather, how much you have in assets, who the advisors are, where the documents are located, how you want to be cared for, and the questions to ask the financial advisor, attorney, CPA, and insurance agent.
***Sponsored by the North Central Texas Caregiver Teleconnection***
Date June 24, 2024
Hosted By North Central Texas Caregiver Teleconnection
John Leithner
John has been a financial advisor since 2000. He founded and is the lead advisor at Leithner Financial Group. John earned a BS in accounting, business administration, and economics from Eastern Oregon University. John provides his clients with a wide range of specialized financial guidance. He enjoys providing holistic financial planning. His focus is on his clients' investment, insurance, retirement, and wealth management needs. John holds the FINRA Series 7, 63, and 66 securities registrations as well as life and health insurance licenses. John specializes in creating and maintaining personalized financial plans for families, which includes budgeting, retirement, life insurance, long-term care, and estate planning. Some of John’s most treasured moments are when he can sit down with his clients and show them how they can achieve their hopes and dreams.
Address: 101 Highland Oaks CT, Weatherford, TX 76087
Phone: 817-424-5721
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.