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.