Building a financial plan, critically important for caregivers

“What happens when the caregiver is unable to provide that care? When my grandmother had her diagnosis, her sister was helping her. She felt very ill and passed away. So, we had to come in. My father and I took over the caregiving responsibility for her. And luckily, we had a plan in place.” Leslea Stock-Lopez Both Kim Hegwood and her guest Leslea Stock-Lopez agree that having a solid financial plan is critical for caregivers. Today they will discuss the following. Why is financial literacy important for caregivers? How does caregiving impact finances? What are the benefits of financial planning? Sometimes these conversations can be hard to initiate, do you have any suggestions you can share to make them easier? What steps are needed to get started? Once the plan is in place, any further details to share? Bio: Leslea has been an investment professional for over 25 years and assists her clients by developing comprehensive financial plans that guide them to achieving their goals. Leslea is the President and founder of Star Group Wealth Management; she holds 2 business degrees from The Pennsylvania State University as well as security and insurance licenses. She also holds the designation of a Chartered Retirement Planning Counselor. Leslea is a lifetime member of the Alpha Omicron Pi Sorority, the Penn State Alumni Association, and the Houston livestock show and rodeo. She is a speaker volunteer and advocate for the Alzheimer’s Association and captain of the Walking withGrace Alzheimer’s walk team. Leslea is a past president of The Midtown Business Network, The Memorial Women’s Business Network, and the Houston chapter of Women in Insurance and Financial Services. In 2011, Leslea was a Women of Excellence for the Federations of Houston Professional Women and currently sits on the board of the Women Driving Business Committee for the Houston West Chamber of Commerce, and is a 2015 graduate of the West Houston Leadership Institute and is a 10 time, 5-Star Wealth Advisor awardee. ______________________________________________________________________ Contact Leslea Website: www.Star-TX.com Email: [email protected] Office Phone: 713-783-3400 Mobile Phone: 281-757-2101 Facebook: https://www.facebook.com/Leslea.Stock.Lopez/ LinkedIn: https://www.linkedin.com/in/lesleastocklopez/ _____________________________________________________________________ Contact Kim Hegwood- Elder Law Attorney Website: https://hegwoodgroup.com Facebook – https://www.facebook.com/HegwoodLaw LinkedIn- https://www.linkedin.com/company/hegwoodlaw/ YouTube- https://www.youtube.com/channel/UC-ZaoTAWChvaz-HEFQcdcbQ