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. These risks pose significant challenges to financial security, physical and behavioral well-being, and legacy planning.
Key Learning Objectives:
Master the Seven Components
Understand each component of a successful longevity plan.
Learn how to integrate them into your financial planning practice.
Deliver Holistic Services
Gain insights into the financial consequences of health and longevity risks.
Discover strategies to help clients manage and mitigate these risks effectively.
Increase Confidence
Enhance your comfort level when discussing health and longevity-related risks with clients.
Grow Your Practice
Consolidate held-away assets.
Build relationships with the next generation of clients.
Drive organic revenue growth through a more personalized and meaningful client experience.
This course is designed to elevate your practice by addressing the critical challenges of longevity planning, fostering deeper client relationships, and positioning your business for sustainable growth.
*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.
