Liz Flint-2 Minute Speakers Bureau Clip

Liz Flint

Hi, my name is Liz Flint with MFS. I've been in the industry and with MFS now for 21 years and I work as a senior business development strategist with the Advisor Edge team. And at MFS, we know that caregiving impacts everybody and we know this because Rosalynn Carter said it first and she said it best when she said, “There are four types of people in this world, those who have been caregivers, those who are currently caregivers, those who will be caregivers and those who will need care themselves.”

Now, I think we can all agree that our families and our loved ones are the most important thing to us. But what happens if one of those family members or a loved one goes through a crisis? Let's call it a health crisis. What does that look like? And how can you, as a financial advisor, provide meaning during this very difficult time?

And what kinds of tools and resources are available to you to help them during this stressful role? Because as a financial advisor, you will have clients that will become caregivers or might need care themselves. And as a person, you might become a caregiver, or you might need care yourself. So today, what I want to do is I want to share with you the importance of record keeping, marshaling your resources, and what are some of the things that you can be doing to prepare for a caregiving event to make it just a little bit easier.

Now, before we get started, just to let you know all of the resources that I talk about today are client approved. So one idea would be to host a client seminar. So if you're interested in learning more about the caregiving seminar that MFS offers, reach out to your MFS partners and we would be happy to set something up.

Thank you.

 

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