Learning Center

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

Product not yet rated

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


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 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.

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. 



Journal in the Round: Becoming a Quarterback for Clients’ Longevity Planning Teams
Open to view video.
Open to view video.
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available