The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series


From Conversations to Care Plans: How to Support Caregiving Clients

October 29, 2025

As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to discuss how advisors can guide clients through one of life’s most emotional and financially complex journeys. Bill has spent the last decade helping families navigate dementia, long-term care, and aging. Learn how to recognize early signs of caregiver stress, approach difficult topics with empathy, and help clients plan for the costs and logistics of care.

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