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ENGAGE 2020


PFP2021 - Longevity Planning: The Hottest Trend in Wealth Management


Jun 9, 2020 11:15am ‐ Jun 9, 2020 12:30pm

Description

Today, 1/3 of the US population is 65 or older. That creates serious challenges for advisors that serve this demographic and makes longevity planning one of the top trends in wealth management. You can no longer just create a retirement income plan for your clients and "call it a day". There are many costs associated with aging that directly impact the viability of financial plans including how and where your clients want to live and how they would access and pay for caregiving resources.

This session will:

·     Identify the planning issues where financial advisors can have the greatest impact

·     Discuss how to institutionalize longevity planning in your practice

·     Detail funding sources

·       Help you consider alternative pricing models for these services

Learning Objectives:
  • Identify the longevity planning issues where financial advisors can have the greatest impact
  • Learn how to institutionalize longevity planning in your practice

Speaker(s):

  • Kathleen Pritchard, CPWA®, CRPC®, ChFC®, CLU®, CFS®, Partner, Purpose COnsulting Group LLC
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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