Description
Advisors will discover the importance of longevity planning as clients face unique challenges with aging, and how advisors can become trusted partners by addressing these needs. They will gain insights into maximizing clients' time and money, prioritizing their well-being, and protecting them from fraud. Additionally, we will explore comprehensive longevity planning solutions and premier private wealth services to support high-net-worth clients effectively.
Learning Objectives
Understand the Importance of Longevity Planning: Participants will learn how to address the unique challenges clients face as they age, and how to use longevity resources to maximize clients' time and money, prioritize their well-being, and protect them from fraud.
Explore Comprehensive Longevity Planning Solutions: Attendees will gain insights into various longevity planning solutions, including caregiving cost management, healthcare support, Medicare alternatives, elder fraud protection, and essential estate document support.
Enhance Client Relationships with Private Wealth Solutions: Participants will discover how to differentiate their practice by incorporating private wealth services such as investment strategy, estate and charitable planning, risk mitigation, intergenerational wealth transfer, and financial literacy.