Join us on Tuesday, March 5, 2024, from 12:00 pm to 1:00 pm Eastern for a webinar on the evolving needs of aging clients in the financial industry. This session is vital for financial professionals who are navigating the complexities of managing assets for clients facing aging-related challenges. From unexpected caregiving roles to dementia and the necessity of leaving the workforce to care for loved ones, these issues significantly impact assets under management (AUM).
Attendees will learn about the aging issues their clients face, the critical questions to ask for deeper insights, and the benefits of adopting a collaborative approach with other professionals. This webinar not only equips advisors with the knowledge to better serve their aging clients but also offers the chance to earn CE credits. Don't miss this opportunity to enhance your expertise and differentiate your services in a competitive market.
This webinar is sponsored by Fairway Independent Mortgage Corporation and The Bain Reverse Team. Register now to secure your spot!