Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients

Overview

Clients are living longer. Not only does that present challenges to the work we do with them to make sure that their money lasts, but it also brings into play additional issues and challenges that we may not have had to tackle in the past. How do we plan for where clients will live (possibly as solo agers)? How do we deal with issues of diminished capacity? How do we plan for long term care and end of life issues? How do we have complicated family conversations? How do we make sure that our clients have their best long lives possible both financially and otherwise? Find out in this session where we will present tools you can use with clients to engage them in the planning process.

Highlights

Proactive planning to address issues of longevity
Major issues involved in longevity –positive and negative
Tools and Resources
Expanding your skill set to address non-financial client issues

Prerequisites

General knowledge of working with clients as they age and/or clients who are assisting their aging parents

Designed For

Anyone with an interest in how longevity may impact their clients or themselves

Objectives

Walk away with a greater sense of the likelihood of living longer and what it might mean for clients and families, and well as financial and other resources that need to support them