Being old is not a moment. It's an entire life stage that has different phases. Financial planning professionals are increasingly being asked to advise clients on just about all areas of caregiving and aging. How much will it cost? Do I have enough saved? How do I find a caregiver? And, how about the questions from your clients who are caregiver?

Former first lady Rosalynn Carter once said, “There are only four kinds of people in the world: Those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.”

Many of those caregivers and care recipients may be your clients. Helping them plan for aging, helping them cope with day-to-day money management, could be one way for financial advisers to demonstrate the added value they provide.

Please join us for our first Planners’ Roundtable event of 2023 on February 16th at Seasons 52. Seating is limited!

About the Roundtable
For energizing and insightful conversation with other professionals on topics that are off the beaten path, you cannot beat the Planners' Roundtables. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Planners' Roundtables are a "must attend."

Only Paid Registrations Accepted. Register by using the Pay Now button.