This was one of the best presentations and presenters. Essential topic for aging clients.
- David D.
The seminar was organized in such a manner that help one feel more confident about talking to clients about their situation.
- J. T.
There are may options just as there are as many individualized cases and just being prepared to start the conversation and bring a few ideas to the table is a huge first step.
- Todd C.
"This individual has trained herself (and obviously others) in exquisite depth and detail on these caregiver issues, resources, solutions, etc. But I expect she also surprised a lot of attendees with her knowledge of financial planning ideas & alternatives. Bartering, Adjusting inheritances, Reverse mortgages? You bet. Go girl. Great presentation. "
- James B.
Users Comments:
This was one of the best presentations and presenters. Essential topic for aging clients.
- David D.
The seminar was organized in such a manner that help one feel more confident about talking to clients about their situation.
- J. T.
There are may options just as there are as many individualized cases and just being prepared to start the conversation and bring a few ideas to the table is a huge first step.
- Todd C.
"This individual has trained herself (and obviously others) in exquisite depth and detail on these caregiver issues, resources, solutions, etc. But I expect she also surprised a lot of attendees with her knowledge of financial planning ideas & alternatives. Bartering, Adjusting inheritances, Reverse mortgages? You bet. Go girl. Great presentation. "
- James B.