As baby boomers age and experience extended longevity they will be demanding more from their financial planners. This session will focus on the issues and concerns that older adults confront and what financial planners must know in order to address and effectively meet their needs. Participants will understand the necessity of offering longevity planning, including long term care and legacy planning as well as inter-generational communication and preparation for end-of-life decisions.

Learning Objectives

  • Describe the primary issues and conditions facing aging baby boomers that inform the need for longevity planning.
  • Create structure for positive communication in order to facilitate positive interactions in an inter-generational family meeting.
  • Develop plan for longevity based on client needs including end of life decision making.

Level of Complexity: Intermediate

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning
Speaker Information
Robert B. Mauterstock, Jr., CFP, CLU, ChFC, CLTC  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00