A Framework to Start and Continue Impactful Extended Care Conversations

Longevity, a mobile society, a desire to age-in-place, increasing costs are issues that are contributing to an increased interest, if not obligation, to speak with clients about extended care. For many clients and families, it remains a taboo topic. Starting the conversation is difficult, but starting is not enough. In this session, we will gain insight into framing the conversation into useful steps that will move client planning from risking unwanted lifestyle/financial/retirement plan consequences to discussing and creating a more financially stable generational plan minimizing disruption of career paths, physical and psychological wellbeing, investment, retirement, and legacy plans.