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AICPA & CIMA ENGAGE 2021


PFP2102 - PFP2102. Middlescence: New age. New stage. Midlife redefined.


Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Standard: $49.00

Description

Join Gerontologist, professional coach and life stage expert, Barbara Waxman, as she shares valuable insights that will turn everything you think about midlife on its head. During this interactive presentation you'll learn why this isn't your parents' midlife, why retirement as we know it is ready to be retired, and what specific tools and questions you can use to better serve your clients. Barbara will distill decades of research to help you develop insights into just how the aging of America and demographics of the 21st century have changed the way successful financial professionals think about their work.

Learning Objectives:
  • Identify why age alone is no longer the most important litmus test for planning.
  • Recall the most important questions you need to be asking your clients.
  • Recognize when being a ghostwriter becomes part of your job
  • Explain how the changing nature of ambition has changed financial planning.
  • Identify which soft skills are most useful and the hardest to cultivate.

Speaker(s):

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