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

Course Objectives
  • Identify two risks that are unique to the aging population
  • Identify three major concerns of aging Americans and their families
  • Describe three government programs that are available to American retirees
  • Name a senior housing option that offers ongoing lifetime care for residents
Course Information
Date Presented:
October 19, 2016 2:00 PM Eastern
1 hour
Strategic Senior Planning
Speaker Information
Ellen Feinsand  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$59.00