Planning for the Third Phase of Life

By 2030, 20% of the US population will be 65+. Whether financial planners target older adult clients or not, there is a need for expertise to assist aging adult family members with the difficult decisions they and their families face in later life. This session will discuss ageism and the advisor’s role in promoting more positive aging for all clients. It will look at how aging expertise can be a valuable differentiator for advisors and provide stickiness to successive generations. Advisors will learn to help clients proactively plan for and evaluate best fit options for future housing in light of their financial resources, as well as estate and insurance goals.