[REPLAY] Guiding Families Through Caregiving Conversations from Athene

Recorded 07/28/2026 

Many of the most difficult conversations financial professionals face today may be less about markets or portfolios and more about tough issues, like family dynamics and the increased stress and finances of caring for a loved one.

Join Sonya Lutter, CFP® and LMFT, as she explores the evolving role of today’s financial professional — and how you can serve as a trusted guide when clients need you most.

Lutter will draw on her expertise in behavioral change, stress responses and financial planning to help you:

•     Recognize emotional resistance before it may impede a discussion
•     Facilitate healthier communication among family members
•     Assist clients as they navigate difficult life transitions
•     Support a client’s mental and financial wellness through small, sustainable planning decisions