Your aging clients and their families need your services beyond investing and asset allocation. You can offer superior service to clients aged 40 – 90! Become the “Go To” professional for access to resources that can make aging easier. Your clients will turn to you first, and you’ll become invaluable to the next generation.
Level of Complexity: Intermediate
October 19, 2016 2:00 PM Eastern
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00