The fastest growing age group in the U.S. are people over age 85, and more than $40 trillion of their assets will be transferred to the next generation by 2050.

However, over 90% of children will not hire their parent’s financial advisor to manage their investments.

Alzheimer’s is the most feared health condition of later life among retirees, ranking higher than COVID-19, cancer, heart attack and stroke. Research has shown that almost 70% of those who plan to retire in the next 10 years say they have no idea what their healthcare and long-term care costs will be in retirement. Advisors must develop a financial protocol to help families deal with this risk.

This presentation will help advisors understand today’s changing demographics and dynamics to satisfy the needs of their aging clients and their families, or risk losing them to advisors who will.

In “Age Wave: Meeting the Elder Planning Needs of Today’s Retiree” by Bob Mauterstock you will learn of seven basic elder planning skills, including:

1. Facilitating successful family meetings;
2. Long term care planning;
3. End of life planning;
4. Creating a lasting legacy;
5. Dealing with clients’ diminished mental capacity.

Your presenter is Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert, Speaker, Author, Facilitator.

Bob Mauterstock is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations.

Bob is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 8.4 / 10

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!