Clients are living longer. Not only does that present challenges to the work we do with them to make sure that their money lasts, but it also brings into play additional issues and challenges that we may not have had to tackle in the past. How do we plan for where clients will live (possibly as solo agers)? How do we deal with issues of diminished capacity? How do we plan for long term care and end of life issues? How do we have complicated family conversations? How do we make sure that our clients have their best long lives possible both financially and otherwise? Find out in this session where we will present tools you can use with clients to engage them in the planning process.
General knowledge of working with clients as they age and/or clients who are assisting their aging parents
Walk away with a greater sense of the likelihood of living longer and what it might mean for clients and families, and well as financial and other resources that need to support them
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
5992566
Registration is open through 01/27.
11:00am to 12:00pm
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January 24, 2025
