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Concurrent Session Onsite and Online

PFP2408. Elder Planning - Figures and Emotional State

Join our panel discussion where we will discuss the financial aspects of aging and what most clients can expect. We will also discuss the emotional side of having these discussions with your clients in an effective and empathetic way. Everyone who gets old will have issues that need to be discussed.

Learning Objectives:

  • Recognize the costs of aging from Medicare to doctor visits to assisted living and nursing homes.
  • Identify the emotional and physical changes your clients can expect as they age.
  • Determine how to discuss aging empathetically with your clients or your clients' parents or grandparents.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
Some knowledge in elder planning
Session Tags
PFP
CFP