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Financial Advisors and Planning for Aging Clients

Financial Advisors and Planning for Aging Clients

Date: 2024-03-05

The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them.

Attendees will learn:

  • Aging issues facing your clients
  • Questions to ask clients
  • The value of using a collaborative/team approach with other professionals
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