Helping Older Adults in Financial Distress


The current economic downturn has had a negative impact on older adults and their families, many of whom were already struggling. For those on a fixed income, rising prices have outpaced spending capacity. This program will address the many aspects of assisting older adults who face financial crises—from a clinical understanding of the underlying dynamics that may contribute to clients’ reluctance to make needed changes, to the legal, financial counseling, benefits, and mental health services that can help. Case examples will illustrate the ethical and practice dilemmas that are often faced by helping professionals.

Lisa Andrews, LCSW, Clinical Supervisor, CJE SeniorLife Counseling Services

Case Presentations:
Heather Klain, Program & Reparations Coordinator, Holocaust Community Services, CJE SeniorLife
Sheryl Rubel, LCSW, Resource Specialist, Benefits Services, CJE SeniorLife

Marcy Goodman, Financial Counselor, The Ark will share strategies to address debt, negotiate lower bills, refer for credit counseling, and offer budgeting and money management guidance.
Tamara Kushnir Groman, Manager, Irving H and Jane W Goldberg Legal Services at CJE and Benefits Services, will address the nuts and bolts of bankruptcy, reverse mortgages, and eviction timeframes, so care managers and others know when and how to refer for these services.
Susan Swanson, LCSW, Clinical Supervisor, CJE SeniorLife Counseling Services, will offer insights into the underlying clinical dynamics reflected in the case presentations, and suggest intervention strategies to help clients move forward.

Register for this event on November 15 >>>

$20 Registration Fee for those seeking CEUs; 2 CEUs Provided for LCSW, LCPC, RN, LNHA.

For more information, please contact Elderwerks at or 847.462.0885.


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Helping Older Adults in Financial Distress







Virtual Event
3003 Touhy Ave.
Chicago, IL 60645
United States

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