Learning to Help Clients Face the Many Issues of Elderhood

$0.00$25.00

As America’s population grows older, financial advisors must learn new skills to meet older clients’ needs. MQ is excited to welcome Annalee Kruger, Robert Mauterstock, CFP®, and Robert Powell, CFP® (the principals of Plan4Life) to discuss how to add more value to elderhood-centric client relationships.

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About the Webinar

As America’s population grows older, financial advisors must learn new skills to meet the needs of both older clients and younger clients who have been thrust into the role of caregivers for aging parents. Issues such as family caregiver burnout, managing dementia behaviors, and learning about care options can be overwhelming, but prepared financial advisors can provide peace of mind for everyone involved in this often-difficult stage of life.

Money Quotient is excited to welcome Annalee Kruger, Robert Mauterstock, CFP® and Robert Powell, CFP® (the principals of Plan4Life) to discuss how to add more value to elderhood-centric client relationships, such as:

  • Preparation and running of family meetings
  • Identifying and serving clients with diminished mental capacity
  • Addressing caregiver burnout
  • Review of legal documents pertinent to older clients
  • Using a collaborative approach to planning for elderhood

Please join us for an important (yet frequently overlooked) discussion, which will be followed by a Q&A session with our presenters.

About our Guests

Annalee Kruger
Annalee founded Care Right, Inc. in 2011, working nation-wide with families in developing customized and comprehensive aging plans. She has spent her entire 25+ year career in the senior care industry and has become nationally recognized expert in the field of senior care planning, having presented at a number of healthcare, senior housing and financial conferences and actively participating in industry webinars.
Learn more about Annalee Kruger!
Robert Mauterstock, CFP®
Bob set up his first registered investment advisory firm in 1982. In 1987, he became a CFP specializing in retirement income planning, long-term care planning, investment management, and legacy planning, working with hundreds of families throughout New England.
Learn more about Bob Mauterstock!
Robert Powell, CFP®
Among his many publishing and broadcast credits, Bob is the editor and publisher of Retirement Daily on TheStreet. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments and Wealth Institute’s (IWI) Retirement Management Journal and host of IWI’s Exceptional Advisor podcast.
Learn more about Bob Powell!

 

Learn more about Plan4Life via their LinkedIn profile and website.

Registration Fee

This webinar is open to EVERYONE!

  • FREE for MQ Partners
  • $25 For Others

 

Pricing

MQ Partners, Others

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