Webinar Registration

How to Discuss Cognitive Decline with Clients

Boost Your Client's Long Term Care outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, March, 4

04:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Chris Heye, PhD

Founder and CEO Whealthcare Solutions and Whealthcare Planning

What You'll Learn

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 to initiate and sustain client discussions about health, wealth, and cognitive decline utilizing expert-informed…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Webinar Objectives:

Build trust: Learn how to create a safe and supportive environment for clients to discuss “difficult” topics
Enhance relationships: Build loyalty by showing your clients that you understand their needs and concerns
Be more confident: Raise your level of comfort and confidence when speaking with clients about topics at the intersection of health, wealth, and cognitive decline

*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.