Cooperative Extension Service Departments
Family and Consumer Sciences Programming
Planning for the Long Term: Financial Preparations
for Adult Children, Aging Parents or Relatives, and Caregivers
Focus Program FY 05-06
Goal, Objectives, Benchmarks, Curriculum
Goal: 150 adult children, caregivers, aging parents or relatives will
develop skills to make financial preparations for later life for themselves or
another adult.
Objective 1:
150 adult children, caregivers, or aging parents and relatives recognize
how changes in later life affect relationships among family members.
(Curriculum Component 1)
Bench
Number of participants who accepted the fact that different solutions fit
different families.
Number of participants appreciated my parents’ (child’s) point of view when
needs change.
Audience
Adults
Adult Children
Curriculum
Adult Children & Aging Parents: Conversations Between Generations.
Component 1 – Lifetime Relationships: Changes for Adult Children and their
Aging Parents
Method
Agent Training
Individual Lessons or Presentations
Train-the-trainer
Workshops
Objective 2:
150 adult children, caregivers, or aging parents and relatives will
increase talking and listening skills for addressing changing needs in later
life. (Curriculum Component 2)
Bench
Number participants who used effective ways to talk about different topics
related to changes in later life.
Number of participants who used community resources to help another person
meeting their needs.
Number of participants who performed a benefits checkup for themselves or
another person
Number of participants who investigated how to get the most out of
medications.
Audience
Adults
Adult Children
Curriculum
Adult Children & Aging Parents: Conversations Between Generations. Component
2 – Tools for Talking – Strengthening Later Life Relationships
Benefits Checkup – Planning for A Secure Retirement – Module 10e.
Financial Caregiving: Helping Your Older Adult Manage Personal Finances
(VLTG-2004)
Who Gets Grandma’s Yellow Pie Plate?
Method
Agent Training
Individual Lessons or Presentations
Train-the-trainer
Workshops
Objective 3:
150 adult children, caregivers, or aging parents and relatives will prepare
for changing events in later life.
Bench
Number of persons who began to talk about and plan for making home
modifications or different housing choices for changing needs in later life.
(Component 3)
Number of persons who began to make decisions about advance directives
(living wills and durable power of attorney for health care. (Component 4)
Number of persons who began to talk about financing long-term health care
needs. (Component 5) (FSLL 12a or FSLL Indicator 3)
Number of persons who planned for financing long-term health care needs.
(Component 5) (FSLL 12b or FSLL Indicator 3)
Number of persons who investigated at least three options for purchasing
prescription and non-prescription medicines.
Number of persons trained to read Medicare materials (Medicare Fraud Patrol)
Number of persons who organized records and documents so that family members
can find important papers when they need them. (Component 6)
Number of persons who discussed later life legal issues with others, e.g.,
family members or relative, advisors, caregivers. (Component 7)
Number of persons who considered how to pass untitled property. (Component 7)
Number of persons who reviewed, updated or prepared a will or estate plan.
(Component 7)
Number of persons who reviewed or updated their net worth statement. (How is
Your Wealth’s Health? Lesson)
Number of persons who increased their knowledge of risk, costs, and financing
options for long-term health care needs. (FSLL Indicator 3)
Audience
Adults
Adult Children
Curriculum
Adult Children & Aging Parents: Conversations Between Generations.
Component 3 – Housing Choices: Thinking About Changing Needs
Component 4 – Matters of Life and Death: Talking About Advance Directives
Component 5 – Who really Pays for Long-Term Care?
Component 6 – Organizing Records and Documents
Component 7 – Talking About Legal Decisions in Later Life Families
Caregiving: Helping Your Older Adult Manage Personal Finances (VLTG-04)
Durable Power of Attorney (VLTG-99)
Financing Long-Term Care (VLTG-03)
How’s Your Wealth’s Health?
Living Wills (VLTG-02)
Planning for a Secure Retirement – Module 10b – Retirement Housing
Planning for A Secure Retirement – Module 10e – Benefits Checkup
Who Gets Grandma’s Yellow Pie Plate?
Method
Agent Training
Individual Lessons or Presentations
Train-the-trainer
Workshops
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