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Investment Planning Knowledge Circle: The Wolf that Ate Grandma: Investment Planning and Older Adults

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Includes a Live Web Event on 12/15/2022 at 1:00 PM (MST)

The December 2022 Investment Planning Knowledge Circle will be held on Thursday, December 15th at 3 pm ET.  Guest speaker Barbara Micheletti will be presenting, "The Wolf that Ate Grandma:  Investment Planning and Older Adults."

Learning Objectives include:

  • Aging US Population
  • Large Multigenerational Wealth Transfer
  • How to Distinguish Your Advice from Fraudulent Telemarketing
  • How Aging & Older Consumer Behaviors create a greater likelihood of being Victimized
  • Client Prevention Strategies 

Barbara Micheletti, GS, Gerontologist

CEO

Interrupting Aging

Barbara is on a mission to change the way financial professionals engage with their aging clientele. She is a gerontologist, founder of Interrupting Aging, and creative designer of the unique, online Aging and Money Program which teaches financial "money experts" how to become aging experts so they can better help their older clients financially and emotionally plan in advance for inevitable age-related money issues. 

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Investment Planning Knowledge Circle: The Wolf that Ate Grandma: Investment Planning and Older Adults
12/15/2022 at 1:00 PM (MST)  |  60 minutes
12/15/2022 at 1:00 PM (MST)  |  60 minutes The December 2022 Investment Planning Knowledge Circle will be held on Thursday, December 15th at 3 pm ET. Guest speaker Barbara Micheletti will be presenting, "The Wolf that Ate Grandma: Investment Planning and Older Adults." Learning Objectives include: Aging US Population Large Multigenerational Wealth Transfer How to Distinguish Your Advice from Fraudulent Telemarketing How Aging & Older Consumer Behaviors create a greater likelihood of being Victimized Client Prevention Strategies
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available