Empowering Caregivers with Financial Strategies for Future Security

In honor of Financial Literacy Awareness Month, this webinar will provide practical financial information and resources for families navigating a life-altering diagnosis.

We’ll explore strategies for financial planning, budgeting for caregiving and medical expenses, and understanding insurance and legal considerations. Hear from leaders who partner together through the Magnolia Purpose in Planning program, a valuable resource connecting financial, legal, and advanced care planning support for caregivers.

This session will also offer guidance on how to start important conversations with loved ones about finances and caregiving responsibilities, empowering participants to secure their financial future and strengthen family bonds during challenging times.

This webinar is a must-attend for anyone who wants to build a stronger financial foundation while caring for a loved one with a serious diagnosis.

Key Takeaways

  • Early financial planning: Understand the importance of starting financial planning early to avoid stress later on. Tips for managing medical and caregiving expenses effectively.

  • Legal considerations: Understand the legal rights and responsibilities of caregivers and patients. Know which key documents (e.g., wills, powers of attorney, healthcare directives) are critical and how to organize them.

  • Emotional support: Insights on the emotional aspects of caregiving and how to manage these conversations effectively while maintaining strong family connections.

Meet the Hosts

Teresa Cronin | VP, Corporate Advocacy at Eisai

Teresa Cronin  | VP, Corporate Advocacy at Eisai

Teresa Cronin serves as Vice President of Corporate Communications and Patient Advocacy at Eisai Inc. She is responsible for cultivating and maintaining Eisai’s corporate reputation through strategic communications and patient advocacy activities. She also serves as a member of the company’s Executive Committee for the Americas, and represents Eisai on multiple Corporate Councils.

Alexandra Zaleta, PhD.

Alexandra Zaleta, PhD | Associate VP of Research and Insights, CancerCare

Alexandra Zaleta is an accomplished strategic leader and scientist with extensive experience driving patient-centered research and advocacy. She is a nationally-recognized leader in patient and caregiver experience research, patient and caregiver registry development, patient-reported outcome measurement development and validation, distress screening and navigation, and cancer survivorship. Dr. Zaleta functions as an in-house expert on understanding challenges faced by people affected by cancer and disseminating learnings to a broad audience of stakeholders. Her research has received the “Best of the Best” distinction at several professional conferences, including the American Psychosocial Oncology Society (APOS) and National Comprehensive Cancer Network (NCCN) annual meetings. She also works in alignment with CancerCare’s Insights program, led by the CancerCare social work team, and actively collaborates with academic-based researchers across the U.S.

Joanna Fawzy Doran, Esq. | CEO of Triage Cancer

Joanna Fawzy Doran, Esq. | CEO of Triage Cancer

Joanna Fawzy Doran, Esq. is a cancer rights attorney, and CEO of Triage Cancer, a national, nonprofit organization providing free education on practical and legal issues that impact individuals diagnosed with cancer and their caregivers, through events, materials, and resources, including the Legal & Financial Navigation Program. She has presented more than one thousand seminars on employment, insurance, finances, and advocacy. Ms. Doran co-authored the book, Cancer Rights Law, for the American Bar Association. She has served on numerous committees and boards, including as Chair of the Board of Directors for the American Cancer Society California Division.

Marvell Adams Jr. |  CEO, Caregiver Action Network

Marvell brings over 20 years of experience serving caregivers and older adults. He has held leadership roles, including CEO of a large life plan community and COO within the Kendal System. Marvell is a skilled dementia care coach and a passionate advocate for diversity, equity, inclusion, and accessibility in caregiving. He has earned numerous recognitions, including LeadingAge NY Administrator of the Year and Forty Under 40. Marvell also serves on boards like LeadingAge and Pioneer Network. He lives in Baltimore, MD, with his spouse and three children.

Made possible with support from Eisai.

Eisai - Caregiver Action Network Sponsor
Magnolia Purpose in Planning

About Our Sponsors:

Eisai is a global pharmaceutical company committed to improving the health and well-being of people worldwide. With a focus on neurology, oncology, and other therapeutic areas, Eisai aims to create innovative treatments that address the unmet needs of patients. Their dedication to human health drives their research, development, and partnerships in advancing medical care.

Magnolia Purpose in Planning is a collaborative program by Eisai that connects caregivers with vital financial, legal, and advanced care planning resources. Designed to support families navigating serious health conditions, the program offers practical tools and expert guidance to help caregivers plan for the future and make informed decisions. Through partnerships with organizations like Triage Cancer and CancerCare, Magnolia Purpose in Planning empowers caregivers to navigate the complex challenges of caregiving with confidence and clarity.

About Caregiver Action Network (CAN):

Caregiver Action Network (www.CaregiverAction.org) is the nation’s leading family caregiver organization working to improve the quality of life for more than 90 million Americans who care for loved ones with chronic conditions, disabilities, disease or who are meeting the living needs of older adults. CAN serves a broad spectrum of family caregivers ranging from the parents of children with significant health needs to the families and friends of wounded soldiers, from a young couple dealing with a diagnosis of MS to adult children caring for parents with Alzheimer’s disease. CAN reaches caregivers on multiple platforms. CAN (the National Family Caregivers Association) is a 501(c)(3) non-profit organization providing education, peer support, and resources to family caregivers across the country free of charge.