PFP2523. Navigating the Golden Years: Comprehensive Elder Planning Strategies for Financial Advisors

In an era of increasing longevity and complex financial landscapes, financial advisors play a critical role in guiding clients through the intricate journey of aging. This presentation will provide a comprehensive roadmap for developing holistic elder plans that address not just financial security, but the multifaceted challenges of aging. Participants will learn how to create nuanced, personalized strategies that protect clients' financial and personal well-being, with a special focus on identifying and preventing elder financial abuse and exploitation.