MOAA Presents: How to Choose a Financial Caregiver

MOAA Presents: How to Choose a Financial Caregiver
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Online Event

Couldn’t make the webinar? No problem. Register by clicking the button above and we’ll send you a link to the recording.


It’s important to make financial plans for ourselves and our loved ones, including what will happen if we become unable to manage our own finances. Join MOAA and a special guest -- Lisa Weintraub Schifferle, a senior policy analyst with the Consumer Financial Protection Bureau (CFPB) -- for insight on financial caregiving resources. We will:

  • Share tips and tools about informal and formal financial caregivers.
  • Evaluate factors to consider when choosing a caregiver.
  • Discuss guardianship, power of attorney, trusted contacts, and more.

Don't wait until it's too late to make these preparations -- advanced planning will provide not just financial security, but peace of mind.


MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Want to join MOAA? See for details.