PFP2608. Stuck in the Middle: Tools, Trends and Resources for the Sandwich Generation

The “sandwich generation” is redefining the future of financial planning, as professionals, firms, and clients alike juggle the competing demands of aging parents, growing children, and complex financial realities. This session explores the latest technology, consulting tools, and evolving resources designed to support caregivers and families in navigating this journey.
We’ll examine the challenges from every angle—clients we serve, the firms and teams we lead, and our own lives as professionals—covering critical areas such as retirement and tax planning, estate strategies, and long-term care. Beyond the technical, we’ll dive into the human side of planning: difficult family conversations, care coordination, and the dynamics that shape decision-making. Attendees will leave with practical insights, out-of-the-box strategies, and a toolkit of emerging solutions to better guide families through the longevity economy.

Learning Objectives:

• Identify emerging tools and technology that support the sandwich generation in managing financial, caregiving, and family responsibilities
• Evaluate planning strategies across key domains—including retirement, tax, estate, and long‑term care—to better serve clients balancing multigenerational needs.
• Apply practical approaches to the human side of planning, such as facilitating difficult family conversations, navigating care coordination, and addressing complex family dynamics
• Incorporate innovative consulting resources and products into firm practices and personal planning to strengthen resilience for clients, teams, and professionals themselves.