Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 2.60
  • Credit Type(s)
    • Accounting (1.60)
    • Auditing (1.00)
  • Prerequisites
    • General knowledge of working with clients as they age and/or clients who are assisting their aging parents

  • Vendor
    • ACPEN
  • Level
    • Basic
  • Fields of Study
    • Accounting
    • Auditing
  • Message
    • Virtual Experience

Description

Clients are living longer. Not only does that present challenges to the work we do with them to make sure that their money lasts, but it also brings into play additional issues and challenges that we may not have had to tackle in the past. How do we plan for where clients will live (possibly as solo agers)? How do we deal with issues of diminished capacity? How do we plan for long term care and end of life issues? How do we have complicated family conversations? How do we make sure that our clients have their best long lives possible both financially and otherwise?  Find out in this session where we will present tools you can use with clients to engage them in the planning process.



  • Presented by Lynn Fountain

    • Delivery Format: Live Webcast Replay

    Designed For

    Anyone with an interest in how longevity may impact their clients or themselves

    Objectives

    • Walk away with a greater sense of the likelihood of living longer and what it might mean for clients and families, and well as financial and other resources that need to support them

    Highlights

    • Proactive planning to address issues of longevity
    • Major issues involved in longevity –positive and negative
    • Tools and Resources 
    • Expanding your skill set to address non-financial client issues

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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