Elder Planning Practice Models that Work: Learn How You Can Continue to Profitably Serve Your Aging and Elder Clients

Join our panel discussion where we will discuss the financial aspects of aging and what most clients can expect. We will also discuss the emotional side of having these discussions with your clients in an effective and empathetic way. Everyone who gets old will have issues that need to be discussed…

Social Security has been on the agenda for many years but still gets a roomful of attendees. Why? It’s not as simple as one might think. Learn how to service your clients better by knowing what you can and can’t do…

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…

Join us for a panel discussion on the best planning ideas for 2016. New ideas will be proposed and discussed by our top-rated speakers who are leaders in their respective fields…