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.
This session will help participants examine the challenges from every angle — clients you serve, the firms and teams you lead, and your own lives as professionals — covering critical areas such as retirement and tax planning, estate strategies, and long-term care. Beyond the technical, this session will consider 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.
- Assess 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.
- Apply innovative consulting resources and products into firm practices and personal planning to strengthen resilience for clients, teams, and professionals themselves.
