Learning Center

Are You Meeting The Needs of Your Aging Clients?

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One out of three people retiring today can expect to live into their nineties. And by 2060 nearly 25% of the US population will be 65 and older. We know families provide most of the care for their parents and family caregiving has great financial impact. How will this affect you as a financial planner?  Now that your clients may live 30 to 40 years in retirement it is important to learn a whole new set of skills to serve those needs. In this live discussion we will educate planners on some of the pivotal issues that face older clients and their families as well as develop protocol to deal with memory impaired clients so that you can continue to have meaningful conversations, establish relationships, and address aging issues. 

    1. Understand how to identify memory impaired clients
    2. Discuss methods to effectively connect with elderly clients
    3. Understand how to discuss end of life planning effectively with clients

Annalee Kruger


Care Right, Inc.

For Annalee, providing proactive senior-care planning to families is more than just a career – it’s her passion.
At a young age, Annalee witnessed the challenges seniors face while living with her grandparents (Dad’s father and Mom’s mother) in her childhood home. 

Annalee has spent her entire 25+ year career in the senior care industry and has become a nationally recognized expert in the field of senior care planning having presented at a number of healthcare, senior housing, and financial conferences as well as hosting dozens of webinars.

Robert B. Mauterstock, Jr., CFP®, CLU®, CLTC®

Partner and Co-Founder, Plan4LifeNow

Robert B. Mauterstock Jr., CFP®, CLU®, ChFC®, CLTC®, is partner and co-founder of Plan4Life LLC, the creator of The Elder Planning Specialist program, an extensive curriculum for financial planning professionals. He is a former Navy pilot and has written four books related to boomers, their aging parents, and their adult children. He was a practicing financial planner for more than 30 years.

Robert Powell, III, M.S., CFP®

Editor, Columnist, Contributor

Robert Powell is the editor and publisher of Retirement Daily on TheStreet. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments and Wealth Institute’s (IWI) Retirement Management Journal, the first-ever peer-reviewed journal focused solely on retirement income, and host of IWI’s Exceptional Advisor podcast. Powell is also a founder of FinStream.tv, a new streaming service focused on personal finance, a columnist for Callaway Climate Insights, and an instructor in the Salem State University Online Elder Planning Specialist program. Over the years, his work has been published in The Wall Street Journal, The Financial Times, MarketWatch, and AARP. Previously, Powell served as the editor of Retirement Weekly, published by MarketWatch-Dow Jones.


Are You Meeting The Needs of Your Aging Clients?
12/05/2022 at 12:00 PM (MST)  |  60 minutes
12/05/2022 at 12:00 PM (MST)  |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 1.0 CFP CE credit and certificate available
Live Viewing: 1.0 CFP CE credit and certificate available