Bookmark
Guest Expert: Chris Heye, PhD, Whealthcare Solutions and Whealthcare PlanningChris Heye, PhD, led a webinar teaching advisors the Seven Components of a Successful Longevity Plan to help them address the financial, health, and legacy risks associated with longer lifespans. P...
Trusted by 1000+ Financial Advisors
Unlock Unlimited Expert Webinars
Get Full Access to 100+ Sessions at $19/month
Subscribe NowDiscussions & Comments
A few comments from listeners when they were asked what the learned from the webinar:
Good reminder again that I need to discuss Diminished capacity plans (letters) with my clients. I'm doing most of everything else discussed - good reminders though.
- Heather C.
SO MANY new ideas! I'm going to make a list of all the potential issues an aging adult can face, what the implications of that issue occurring are, and what some alternatives are. Example: don't stop driving, could incur health issues, liability, expense, injure another human being or property, alternatives include uber. Love this!
- Judy C.
The need for this in planning is imperative and overtakes many other aspects of client planning.
- Maryanne I.
Processes. Start early with conversations and identify each of the problems...then discuss them
- David D.
Good reminder again that I need to discuss Diminished capacity plans (letters) with my clients. I'm doing most of everything else discussed - good reminders though.
- Heather C.
SO MANY new ideas! I'm going to make a list of all the potential issues an aging adult can face, what the implications of that issue occurring are, and what some alternatives are. Example: don't stop driving, could incur health issues, liability, expense, injure another human being or property, alternatives include uber. Love this!
- Judy C.
The need for this in planning is imperative and overtakes many other aspects of client planning.
- Maryanne I.
Processes. Start early with conversations and identify each of the problems...then discuss them
- David D.
Good reminder again that I need to discuss Diminished capacity plans (letters) with my clients. I'm doing most of everything else discussed - good reminders though.
- Heather C.
SO MANY new ideas! I'm going to make a list of all the potential issues an aging adult can face, what the implications of that issue occurring are, and what some alternatives are. Example: don't stop driving, could incur health issues, liability, expense, injure another human being or property, alternatives include uber. Love this!
- Judy C.
The need for this in planning is imperative and overtakes many other aspects of client planning.
- Maryanne I.
Processes. Start early with conversations and identify each of the problems...then discuss them
- David D.