Seven Components of Longevity Planning
Guest Expert: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Date:
Webinar Replay Description
Chris 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. Participants learned how to integrate these components into their practices to enhance client relationships, grow assets, and drive sustainable business growth.
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.
Seven Components of Longevity Planning 05-07-2025
Attendees Comments:
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.