Brian Forbes, Director of Thought Leadership & Sponsorship, Transamerica, discusses how advisors can engage families in conversations about caregiving.
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.
WEBCAST – Caregiving: Crucial Conversations Across Generations
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.
Accepted for 1 CFP® / IWI / CFA CE Credit
Now On Demand