Oct 28, 2025
Hosts Michael Connaughton and Kevin Williams are joined by
Annalee Kruger.
Annalee started Care Right Inc, a VIRTUAL consultancy, in 2011,
after working in Continuing Care
Retirement Communities (CCRC's) for 22 years. Families were
constantly blind-sided and ill-prepared
for medical crisis (strokes, dementia progression, urinary tract
infections, etc.) and were thrust into
making major care decisions on behalf of aging parents. Families
had no idea how to navigate senior
care, dementia, changing roles within the family, how to manage
their own lives plus new needs of
aging parents, and they also had no idea what their aging parents
had in order.
She is a national speaker on aging, caregiving, dementia, family
dynamics/mediation, and end-of-
life. Major financial services conferences she has presented at:
IWI, FPA, NAPA, NAIFA, AICPA, CIMA,
Truist, D.A. Davidson, and many other conferences in the
healthcare/senior care industry.
She authored, The Invisible Patient: The Emotional, Financial, and
Physical Toll on Family Caregivers.
Annalee also offers training packages for the financial services
and healthcare industries—which
include in-person, webinar, and masterminds.
Annalee also created the Elder Planning Specialist certification
program, specifically for CFP’s who
want to earn a certificate to better identify and address the needs
of their aging book of business.
They discuss:
Caregiving options and the challenges
Creating an Ageing plan
Navigating family crisis
And much more.
Care Right Inc.’s website: https://carerightinc.com/
Annalee’s LinkedIn: https://www.linkedin.com/in/annaleekruger/
Her book, The Invisible Patient: the Emotional, Financial, and
Physical Toll on Family
Caregivers - https://www.invisiblepatientbook.com/