• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Knowledgeable Aging

Resources for the Aging Population

Considering a financial caregiver? Know your options

As we age, it’s important to make financial plans for ourselves and our loved ones, including what will happen if we become unable to manage our own finances. This webinar will highlight resources for financial caregiving, including the Managing Someone Else’s Money guides and Considering a financial caregiver? Know your options. Speakers from the Consumer Financial Protection Bureau (CFPB) will share tips and tools about informal and formal financial caregivers, as well as factors to consider when choosing a caregiver. The webinar will discuss guardianship, power of attorney, trusted contacts and more. At the end of the presentation, we will take your questions.

Listen to the Podcast

  • 2:26 – What’s the Consumer Financial Protection Bureau’s (CFPB) Office for Older Americans
  • 3:22 – Considering a financial caregiver
  • 4:29 – Informal caregivers (conversation partner, trusted contact person, convenience account)
  • 8:28 – Choosing a financial caregiver
  • 9:54 – Managing Someone Else’s Money guides
  • 10:42 – What’s a power of attorney
  • 12:45 – What’s a representative payee (or VA fiduciary)
  • 14:00 – What’s a guardian of property (conservator)
  • 15:33 – What’s a trustee (revocable living trusts)
  • 17:04 – Planning for diminished capacity and illness
  • 18:57 – consumerfinance.gov/coronavirus
  • 20:47 – Questions
Lisa Schifferle

Lisa Weintraub Schifferle is a Senior Policy Analyst in the CFPB’s Office for Older Americans. She leads the Managing Someone Else’s Money financial caregiving program and supports the Office’s work to combat elder financial exploitation.

Ms. Schifferle’s career in consumer protection spans more than 20 years. Before coming to the CFPB, she worked for 12 years at the Federal Trade Commission (FTC), where she trained consumers, business and advocates on scams, identity theft, and cybersecurity. She also served as the FTC’s Identity Theft Coordinator and litigated fraud and data security cases.

Ms. Schifferle spent eight years at the Maryland Legal Aid Bureau, as a Staff Attorney and Supervising Attorney. She represented low-income clients in consumer, bankruptcy, housing, public benefits and employment cases.

Ms. Schifferle received her B.A. summa cum laude from Yale College and her J.D. from the University of Virginia School of Law.

Learn More

Footer

Main Navigation

  • Home
  • About
  • Webinars
  • Blog
  • Podcasts
  • Newsletter

Aging Topics

  • Coronavirus
  • Financial
  • Health & Wellness
  • Housing
  • Legal

About Us

  • Our Mission
  • Collaborators
  • Contact Us
  • Policies & Agreements

Knowledgeable Aging®, LLC 2022. The views, thoughts, and opinions expressed in this video are solely those of the speaker, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

Copyright 2021, Knowledgeable Aging.
All Rights Reserved.
  • About
    • Mission
    • Collaborators
    • Contact Us
  • Webinars
    • Upcoming
      • Coronavirus
      • Financial
      • Health & Wellness
      • Housing
      • Legal
    • Archived
      • Coronavirus
      • Financial
      • Health & Wellness
      • Housing
      • Legal
  • Blog
    • Coronavirus
    • Financial
    • Health & Wellness
    • Housing
    • Legal
  • Podcasts
    • Coronavirus
    • Financial
    • Health & Wellness
    • Housing
    • Legal
  • Newsletter
  • Learning Center
  • PRO