Financial planning professionals can fold comprehensive elder planning into the financial planning process.
This webcast equips you to guide clients through every stage of the aging journey from housing and care options (in‑home care, CCRCs, assisted living, memory care, and skilled nursing) to cultural competency, caregiver crises, and diminished capacity. It shows how to integrate these elements into a clear elder planning policy statement and a coordinated, team‑based “elder planning council.” Use the accompanying checklist to systematically identify risks, address