Description
As the financial landscape continues to evolve, so do the aspirations and concerns of high-net-worth and ultra-high-net-worth clients. In this fireside chat, Dr. Peter Attia, a renowned expert in longevity and preventive health, joins us to explore the intersection of health and wealth management. Attendees will gain insights into how health-conscious lifestyle planning complements financial planning, helping clients achieve their broader goals of longevity and a high quality of life. Through engaging conversation, Dr. Attia will discuss key health factors that contribute to longevity, sharing actionable insights advisors can incorporate into their advisory approach to add value, deepen client relationships, and address the increasingly comprehensive needs of today’s clients.
Learning Objectives
Understand key health and longevity principles and their impact on the long-term quality of life, helping advisors guide clients in aligning lifestyle choices with wealth management goals.
Explore methods for integrating wellness and preventative health planning into financial advising, enhancing value and differentiating advisory services to meet HNW and UHNW clients' needs.
Gain actionable insights into how longevity science and personalized health strategies can influence retirement and legacy planning, empowering advisors to support clients' aspirations for a fulfilling and well-rounded future.