Helping clients and their families plan for the process of aging with dignity while remaining vigilant with wealth management and planning for retirement. Understanding the risks of longevity: Cognitive, physical, and financial risks and how they can impact the aging process as well as the retirement readiness process.
Credit hours: 1 | Designation credit only
Intended for CFP, CPE, CLU/ChFC & CIMA
Helping clients and their families plan for the process of aging with dignity while remaining vigilant with wealth management and planning for retirement. Understanding the risks of longevity: Cognitive, physical, and financial risks and how they can impact the aging process as well as the retirement readiness process.
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