Description
As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to staggering heights causing an economic loss of more than $70 billion1. The staggering numbers of opioid use disorder (OUD), overdoses and deaths continue to escalate, while threatening the economy, careers, family finances and retirement dreams. Protecting clients reaches beyond simply offering insurance, investments, or tax-saving strategies to protect, build and distribute their assets. Cheryl Canzanella, CLU, ChSNC, LUTCF has made it a priority to educate and prepare financial professionals to help their clients facing financial burdens due to the opioid epidemic. TAREGET AUDIENCE Financial Professionals may include Broker-Dealers, Securities Salespersons, Investment Advisers, Investment Adviser Representatives, Investment Officers, Insurance Advisors and clients. TRAINING OBJECTIVES Provide a customized comprehensive education and training program that can be rolled out by The American College to equip financial professionals with the tools they need to consult with their clients on the financial hardships and solutions related to the opioid epidemic. Implement educational training formats that include in person or virtual presentations, online course modules, panels, round table discussions, breakout sessions, webinars, fact sheets and tools.
Learning Objectives
Key takeaways include: q Understand what the opioid epidemic is, how we got here and impact to the economy, businesses, and families. q How to identify unusual or repetitive financial behavior that could indicate addiction q How to communicate with clients and ask the right questions q Provide resources for clients facing financial challenges so they know where to go for help q Be better prepared to understand and respond to the epidemic q How to identify the dangers of elder financial abuse and how to report suspected financial fraud. q Understand key financial strategies that should be considered