Caregiving: Crucial Conversations Across Generations – Transamerica – 3.4.24

Summary:

Now On Demand

During this webcast we will discuss:

• Ways to equip financial professionals with actionable insight and ideas to better connect with, and ultimately serve, the needs of their current clients.
• Strategies for financial professionals to broaden their conversations with their clients’ spouses, heirs and circle of care to potentially gain new clients in the process.
• Better position financial professionals to manage intergenerational wealth.

Speaker:

Brian joined Transamerica after a spending a decade as a journalist, researcher, and storyteller. Entering his 14th year at Transamerica, he manages a wide range of external relationships, creating distinct and differentiated content, insight, and tools for financial professionals, clients, employers, and employees.

Brian and team have collaborated with the likes of MIT AgeLab, Stanford Center on Longevity, Georgetown’s AgingWell Hub, American Heart Association, and Alzheimer’s Association to produce award-winning content and practice management on subjects such as dementia/cognitive decline, multigenerational workforce, elder fraud, client engagement, caregiving, and behavioral finance.