With the trend toward whole life planning by financial advisors, there is one key area often overlooked—that of the aging client. Moving into “distribution” can mean decades of a different sort of planning and Financial Care Management.
At the Barron’s TEAMS conference, Bev Flaxington, Principal of The Collaborative interviewed Jill Poser and Howard Krooks, partners of The Collaborative and two elder care experts. The conversation ranged from the importance of ensuring client beneficiaries are updated on a regular basis, to dealing with the emotional trauma of moving into assisted living. Download the FREE Aging Report here to learn more.Download Our 2019 Presentation List