2017 FPA Retreat
As clients' needs change, our role as planners must evolve as well. For some of our clients, it is adjusting to the challenges of aging. For others, it is planning for the demands of elder caregiving.
In either scenario, we have responsibilities as planners and advisers to assist people in understanding and managing the process. In many cases, the problems arise when there is a difference of opinion about what is best for mom, or a senior's lack of insight about what is safe or who should be in charge.
How do you manage the gap that is created as client capacity changes? How do you establish and/or maintain a relationship with the adult children? When client needs change, will you have the resources at your disposal to meet those needs? if you are not recognized as a resource in these situations, your clients, or their decision makers, will find someone else to play that role.
Level of Complexity: Intermediate
April 26, 2017
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$19.00