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Helping Boomers and Aging Clients: Is Home the Best Place to Grow Old?

webcast 2016-11-29

Choosing where to live in retirement and into advanced age seems like an easy decision but it may be more difficult than anticipated.



Dr. Sandra Timmermann, a nationally recognized financial gerontologist, discusses some of the housing, finance and care dilemmas clients face as they move along the age continuum or become incapacitated, and how financial professionals can help make the appropriate choices.

* Accepted for 1 CE Credit from the CFP Board. Pending by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Approved for 1 CFA Credit.

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Date: Tuesday, November 29, 2016

Time: 4-5 PM ET

In this exclusive, interactive webinar sponsored by AXA, financial professionals will discover:

  1. What are some of the housing options for your clients as they grow older?
  2. What are some of the physical, emotional and financial considerations that you can help them through?
  3. How can you help engage them in in a discussion about long-term care needs as part of a retirement plan?
  4. When is the best time to start the conversation?

Join us for a practical discussion to help up-and-coming financial professionals continue to be a more valuable resource for their clients.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.