2017 FPA Retreat


As clients' needs change, our role as planners must evolve as well. For some of our clients, it is adjusting to the challenges of aging. For others, it is planning for the demands of elder caregiving.


In either scenario, we have responsibilities as planners and advisers to assist people in understanding and managing the process. In many cases, the problems arise when there is a difference of opinion about what is best for mom, or a senior's lack of insight about what is safe or who should be in charge.


How do you manage the gap that is created as client capacity changes? How do you establish and/or maintain a relationship with the adult children? When client needs change, will you have the resources at your disposal to meet those needs? if you are not recognized as a resource in these situations, your clients, or their decision makers, will find someone else to play that role.


Level of Complexity: Intermediate

Course Information
Course Date:
April 26, 2017
Course Objectives
  • Understand the planning tools for supporting your clients and maintaining a role in their lives.
  • Differentiate the factors that drive long-term planning for your senior clients.
  • Interpret the influence of the values seniors use to make decisions.
Supporting the Needs of Our Senior Clients: Managing the Process from Wants to Needs
Speaker Information
Jim McCabe  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00