Caregiving & Cash Flow: A Planning Workshop

Help employees get ahead of a topic that many do not consider until it’s too late.

This interactive workshop addresses the financial realities of caregiving through scenario planning and structured budgeting exercises. Including evaluating care costs, insurance considerations, estate planning implications, and their own financial boundaries. Attendees leave with planning checklists, family conversation guides, and a clear framework for next steps.

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Real Stories, Real Impact.

A Testimonial from an MSA Member

"You have both given me hope, peace of mind and confidence to better help my family (my elderly, retired parents). Everything you mentioned, from beginning to end, hit home for me."^*

Classes to Consider:

Money & Communication Workshop Money conversations can be challenging for employees when family members have different priorities, habits and expectations. Explore Class

Estate Essentials: Protect What Matters Most Give employees an opportunity to plan for a topic that can be difficult to face. Explore Class

EDU_WEBSITE_YOUR_MSA_ADVANTAGE_ACTIVATE_YOUR_FINANCIAL_ACTION_PLAN

Your MSA Advantage: Activate Your Financial Action Plan This class introduces the full scope of the MSA benefit and helps identify where to begin. Explore Class

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Select “Order Class” to email our team for support.

*This testimonial was provided by a member of MSA. They did not receive compensation of any kind for their statement.

My Secure Advantage, Inc.
3001 Lava Ridge Ct. #250
Roseville, CA 95661
United States

888-724-2326

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