The emotional and physical stress that overwhelms clients faced with family-crisis situations often hinders clients’ abilities to make effective decisions and act on decisions. Join our panel of experts as they will discuss how financial planners can help clients navigate the demands of long term services and supports (LTSS), and explain the distinction between communicating with clients and coaching clients. This panel discussion incorporates September's client trust and communication theme of the Journal of Financial Planning. It will include an audience Q and A, and be moderated by an FPA volunteer.

Level of Complexity: Overview

Course Objectives
  • Identify the demands of long term services and supports
  • Explain the distinction between communicating with clients and coaching clients
Course Information
Date Presented:
September 26, 2018 2:00 PM Eastern
Length:
1 hour
Journal in the Round: Journey Through Clients Crisis Situations
Speaker Information
Steven A. Starnes MBA, CFP  [ view bio ]
Thomas C. West CLU, ChFC, AIF  [ view bio ]
Individual topic purchase: Selected
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$19.00