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Fireside Chat: Roundtables on Elder Planning

‐ Jan 17, 2016 6:00pm

Credits: None available.

For the next two decades, 10,000 baby boomers turn 65 each day and are in need of objective advice. This need goes far beyond finance decisions. The 2014 United States of Aging Survey found that the top three worries of adults over 60 include not being able to take care of themselves, losing their memories and being a burden to others. In addition, a recent AICPA survey found that the top concern of even high-net-worth clients is running out of money during their lifetimes. Collaborate with the AICPA’s volunteer leadership as they host roundtable discussions on how to most effectively serve your aging clientele. Topics covered include but are not limited to the following:
• The team of experts needed to serve your aging clients, including geriatric care managers
• Managing cash flows, including medical expenses, given longer life expectancies
• How to effectively deal with cognitive decline, including transitioning of financial management
• What you need to be aware of in dealing with your clients and their families
• And much more


  • 0.00 - Specialized Knowledge & Application

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