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Live Webinars

Chris Heye
How to Discuss Cognitive Decline with Clients
Join Chris Heye, PhD, Founder and CEO of WhealthCare Planning to learn skills to discuss “sensitive” topics with their clients. Class participants will gain confidence learn how…
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Chris Heye
Seven Components of Longevity Planning
Join Chris Heye, PhD, Founder and CEO to learn the Seven Components of a Successful Longevity Plan so you can better assist clients prepare for health and longevity-related risks…
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Denise Brown
Common Sense Strategies for Your Caregiving Clients:
In this timely webinar, caregiving advocate Denise Brown explores how the stress of caregiving impacts clients’ financial decisions and overall financial health. Research shows…
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Leah Daly
Strategies for Clients & Loved Ones with Dementia
In this webinar, led by Leah Daly from The Alzheimer's Foundation, listeners will learn about the cognitive and behavioral symptoms of Alzheimer’s disease and related dementias…
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Denise Brown
The Six Stages of Caregiving
This session features a pioneer in the field of caregiving, Denise Brown, and a financial planner, Sandy Adams, CFP, who has a Masters in the field of Gerontology. During this 90-…
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