Long-term care planning is one of the most complex and emotionally charged conversations advisors have with clients, and it too often comes up only after a health crisis forces the issue.
MarketWatch columnist and CFP® professional Beth Pinsker draws on her book “My Mother’s Money” to share practical tools and frameworks for these conversations, from evaluating long-term care options and funding strategies to navigating the day-to-day financial responsibilities of caring for an aging parent. This session will sharpen your ability to guide clients through one of the most difficult challenges clients face: planning for aging parents and their own futures.
Approved for one hour of CFP® CE Credit.
