Do you know what keeps your aging clients up at night? Are you engaging with them on the issues that really matter?
Americans are living longer than ever, and todayโs longevity presents unique financial challenges and opportunities for our clients.
Next ๐ง๐๐ฒ๐๐ฑ๐ฎ๐ ๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ 9, in a presentation on ๐ช๐ต๐ฒ๐ป ๐โ๐บ 64: ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐๐ด๐ถ๐ป๐ด ๐๐น๐ถ๐ฒ๐ป๐๐ for the ๐ง๐ฟ๐ถ-๐๐ผ๐๐ป๐๐ ๐๐๐๐ฎ๐๐ฒ ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐๐ผ๐๐ป๐ฐ๐ถ๐น ๐ผ๐ณ ๐ง๐ต๐ฒ ๐ฉ๐ถ๐น๐น๐ฎ๐ด๐ฒ๐, Iโll share how to become the trusted and indispensable advisor helping clients navigate our changing world.
Weโll discuss what financial and estate planning professionals need to know about working with aging clients, and explore how longevity and other trends are impacting how we spend, invest, live and love in retirement. Plus, weโll talk about those potential generational wealth transfers rumored to total in the trillions of dollars.
With financial anxiety and concerns about outliving oneโs money at all-time highs, this session will present actionable information advisors can use to help aging clients feel more prepared and confident about a rapidly evolving and uncertain financial future.