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Program Summary

The Finances of Caregiving is a 5-week program that expands participant understanding of possible solutions for providing care for a loved one with a particular focus on strategies to protect the financial well-being of both caregivers and care receivers. The program helps participants to recognize the importance of planning early, to assist family caregivers to protect their finances, to learn the importance of gathering information in advance, to appreciate the importance of including all family members in caregiving discussions, to identify options for meeting long-term care needs, and to learn some communication techniques for discussing difficult information.

Program Benefits

The general goal of the five-session workshop series is to equip individuals and families to easily access needed information about a care recipient’s finances and to outline key issues for consideration when making caregiving decisions that have financial implications. Specifically, the objectives are for the participants to:

  • Recognize the benefit of planning early and including all key family members in caregiving discussions.
  •  Begin gathering or organizing care recipient’s and caregiver’s financial information in advance.
  •  Recognize ways caregiving can affect caregivers’ long-term financial well-being and equip them to protect their financial future.
  •  Identify options for meeting long-term care needs and covering the costs.
  •  Learn communication techniques for discussing difficult information.

Target Audience

Individuals and families preparing for caregiving situations, this audience includes people who are currently serving in a caregiving role or who anticipate that possibility in the future, as well as people who are planning for a time when they themselves may need care.

Program Length

It is a 5-week workshop offered face-to-face or combination of face-to-face and online. The workshop series includes:

  • Development of a notebook of financial records
  • Presentations of community exports
  • Case studies

Program Cost


Equipment Needed

Power points, Workbook, Videos

Want to Know More?

Visit Iowa State’s webpage at this link to learn more.


If you are interested in learning more about the program, please contact Suzanne Bartholomae, Iowa State at University, at or 515-294-9528.


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