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Journal in the Round: Becoming a Quarterback for Clients’ Longevity Planning Teams

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Financial planners need to play a key role in providing holistic guidance to baby boomers to meet these clients’ needs by shifting from being asset managers to lifestyle managers. Join the July 2020 Journal of Financial Planning contributor Robert Mauterstock, CFP®, CLU®, CHFC®, CLTC®, aging-plan expert Annalee Kruger, and Robert Powell, CFP®, as they explain how to develop a team of specialists to provide expertise on long-term care planning, legal issues, legacy planning and end-of-life planning for clients and their families. This online, interactive roundtable conversation will be moderated by Terry Bradford-Crane, CFP®, Journal in the Round moderator and FPA member.

  • Define the legal issues that clients must face as they age
  • Explain a client communication method for sharing the comprehensive information related to legacy planning with the next generation
  • Select appropriate communication techniques for use with individual clients

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.

Annalee Kruger

Co-Founder, Plan4LifeNow

Annalee Krugeris co-founder of Plan4LifeNow. She realized how little financial advisers understood about the financial and career toll of family caregivers, and common issues like dementia and the cost of care. She and her business partner, Bob Mauterstock, train and coach those in the financial industry on topics such as aging issues. Kruger has devoted her entire career to seniors and their families and began her career as an activities assistant in an assisted living community while she earned her degree in social work. 

Terry Bradford-Crane, MBA, CFP®

Owner, BradfordCrane Company LLC

Terry Bradford-Crane owns BradfordCrane Company LLC, an investment adviser in Washington. She is a graduate of the U.S. Naval Academy and a former naval flight officer. Bradford-Crane began her career as a financial adviser with Merrill Lynch in 1998. In 2004 she established BradfordCrane Company, a business platform that enabled her to educate individuals on investment topics, inspire investors to reach for financial independence, and provide pro bono financial planning advice to organizations and individuals as a service to her community. 

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.

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Journal in the Round: Becoming a Quarterback for Clients’ Longevity Planning Teams
07/29/2020 at 12:00 PM (MDT)   |  60 minutes
07/29/2020 at 12:00 PM (MDT)   |  60 minutes Financial planners need to play a key role in providing holistic guidance to baby boomers to meet these clients’ needs by shifting from being asset managers to lifestyle managers. Join the July 2020 Journal of Financial Planning contributor Robert Mauterstock, CFP®, CLU®, CHFC®, CLTC®, aging-plan expert Annalee Kruger, and Robert Powell, CFP®, as they explain how to develop a team of specialists to provide expertise on long-term care planning, legal issues, legacy planning and end-of-life planning for clients and their families. This online, interactive roundtable conversation will be moderated by Terry Bradford-Crane, CFP®, Journal in the Round moderator and FPA member.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available