A curriculum developed by Marlene Stum, PhD., Financial Security in Later Life National Initiative Development Team Member from Family Social Science, University of Minnesota. (2002)

Overall Purposes of Curriculum

1. Increase awareness of the need to plan for changing health and independence as a later life event impacting financial security
2. Help consumers identify and communicate strategies to manage the risk of long term care
3. Change behaviors and practices regarding long term care risk management

Objectives: At the end of this program participants will:

1. Be able to define long term care
2. Recognize their risk of needing long term care
3. Understand possible long term care costs and potential financial implications
4. Understand the importance of sorting out later life financial goals and expectations
5. Identify long term care financing alternatives
6. Recognize factors to consider when selecting financial alternatives
7. Discover research-based resources and tools to help make more informed decisions
8. Understand the benefits of taking action now, versus waiting until a crisis occurs

Target Audience: 

• Individuals 50-65 making plans for later life/retirement
• Baby Boomers (born between 1946 and 1964)

1. looking toward later life
2. planning for changes in work/retirement
3. dealing with aging parents

Maintaining Curriculum Credibility and Integrity

Users of “Critical Conversations About Financing Long Term Care” should not adapt or revise the title, content, or images in this curriculum in order to maintain the research-based credibility.  All national initiative logos and authorship credit must remain present and intact on all components of the curriculum.  Permission is granted and users are encouraged to add state specific long term care details and state/local identities 

Curriculum Components

The following curriculum components are available to download in PDF format using Acrobat Reader. If you are unable to access these tools and need to request copies on a CD, please contact mstum@umn.edu.

Educator Tools

Critical Conversations About Financing Long Term Care Facilitator's Guide (197kb)

Critical Conversations About Financing Long Term Care PowerPoint Presentation (137kb)

Participant handouts and evaluation tools

Long Term Care: Do you know the facts? (quiz-100kb)

Long term care and your financial security: Sorting out  myths and facts (fact sheet-108kb)

Financing long term care: Alternatives and considerations (fact sheet-145kb)

Identifying Financial Security Goals for Later Life: Can we talk?
(worksheet for parents-200kb)
(worksheet for adult children-123kb)

End-of-program evaluation (23kb)

Six month program follow-up impact evaluation (22kb)