Learning Center

Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning

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This session, originally presented at FPA Annual Conference 2019, will focus on the issues and concerns that older adults confront and what financial planners must know in order to address and effectively meet their needs. As baby boomers age and experience extended longevity they will be demanding more from their financial planners. Participants will understand the necessity of offering longevity planning, including long term care and legacy planning. As well as inter-generational communication and preparation for end-of-life decisions.

  • Describe the primary issues and conditions facing aging baby boomers that inform the need for longevity planning
  • Create structure for positive communication in order to facilitate positive interactions in an inter-generational family meeting
  • Develop plan for longevity based on client needs including end of life decision making

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.

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FPA Annual Conference 2019: Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning
Open to view video.
Open to view video.
Exam
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