It’s also one of the top concerns of pre-retirees and their adult children.
In fact, 78% of Americans are afraid of being a burden to loved ones later in life because of longevity and health issues.
Advisors will leave this session with greater awareness of how longevity and health situations can impact financial planning and how to incorporate these conversations with clients about their care concerns.
Heather is Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.
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