About the Episode:
Caregiving touches nearly every family. As a financial advisor, you are uniquely positioned to help your clients prepare both emotionally and financially for what lies ahead.
Join Kirsten Schlumbohm, BPC, Vice President and Head of Annuity Sales at C2P, as she sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants. Together they explore how advisors can identify, support, and plan for clients who are becoming caregivers.
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About the Host:
Kirsten Schlumbohm is the Vice President, Head of Annuity Sales at C2P. She has over 15 years of industry experience in which she’s served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
Kirsten is committed to empowering you and helping you reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.
About the Guest:
Bill Cohen, CSA®, is a caregiver support group leader and speaker, an Alzheimer’s Association volunteer, trained elder mediator, and the owner of Cohen Caregiving Support Consultants. His loving and talented mother, Sheila, lost her home to Hurricane Katrina. Then, she lost her health, ability to create beautiful art and, ultimately, her life due to Alzheimer’s. For almost 10 years, Bill was her primary caregiver and advocate, not just her elder son. Bill provides guidance on how to manage care and behaviors, and how to practice self-care and prevention. He gives family caregivers support, advice, resources, and referrals.
Bill has completed multiple caregiving and aging courses through the Alzheimer’s Association and the Society for Certified Senior Advisors™️, has a financial services and government background, and earned business degrees from Boston and Portland State Universities. A native New Englander, Bill has lived in the Portland, Oregon area for 40 years with his wife, Lori.