Employees

Class Description:

This training class introduces a new, clinically-based longevity planning framework. It is grounded in the assumption that for most adults, health and wealth cannot be separated. It empowers individuals and families to prepare for the health and longevity-related risks, including cognitive decline, that pose the greatest threats to their financial and emotional security.

Class Objectives:

• The seven components: Learn about the seven components of a successful longevity plan
• Make better decisions: Learn how to effectively identify, manage, and mitigate health and longevity-related financial risks
• Have better conversations: Raise your level of confidence when speaking with family members about topics at the intersection of health, wealth, and cognitive decline
• Make better plans: Learn how to proactively plan for inevitable family health events
• Lower stress and anxiety: Reduce stress levels by taking greater control of your health and financial futures

Format:

In-person, half day

You will be asked to schedule a time for your class after entering payment information.

Travel costs will be invoiced separately and are in addition to the class fees.

Employees

Class Description:

This class is designed to help employees initiate and sustain productive family conversations around health and wealth. Participants will learn strategies to guide their families through discussions about health and healthcare planning, financial management, and cognitive decline, ensuring that family members are aligned and prepared for the future.

Class Objectives:

• Better communication: Gain techniques to foster open, honest, and empathetic family discussions about health and wealth
• Increased comfort: Learn how to manage health and wealth challenges with greater openness and confidence
• Strengthened family bonds: Build stronger family relationships by navigating complex family dynamics and decision-making processes together
• Lower stress and anxiety: Reduce stress levels when having family conversations on “difficult” subjects and making difficult decisions relating to health and wealth

Format:

Virtual, 90 minutes

You will be asked to schedule a time for your class after entering payment information.

Financial Professionals

Class Description:

This class provides financial professionals with an introduction to the Seven Components of A Successful Longevity Plan. It is designed to empower professionals help their clients prepare for the health and longevity-related risks that pose the greatest threats to their financial security, physical and behavioral well-being, and legacy.

Class Objectives:

• The seven components: Understand the seven components of a successful longevity plan and how to incorporate them into your practice
• Deliver more holistic services: Enhance your understanding of the financial consequences of health and longevity-related risks and how to help clients manage and mitigate them
• Be more confident: Raise your level of comfort and confidence when speaking with clients about health and longevity-related risks
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth by creating a more personalized and intimate client experience

Format:

In-person, half day

You will be asked to schedule a time for your class after entering payment information.

Travel costs will be invoiced separately and are in addition to the class fees.

Financial Professionals

Class Description:

This class provides financial professionals with the skills and confidence to discuss “sensitive” topics with their clients. Class participants learn how to initiate and sustain client discussions about health, wealth, and cognitive decline utilizing expert-informed conversation recommendations, starter scripts, and empathy.

Class 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
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth by creating a more personalize and intimate client experience

Format:

In-person, half day

You will be asked to schedule a time for your class after entering payment information.

Travel costs will be invoiced separately and are in addition to the class fees.

Financial Professionals

Class Description:

This training class introduces financial professionals to the power of AI to improve client conversations. Participants will learn how to use and integrate AI tools, including WhealthBot and the WhealthChat virtual assistant, into your practice to facilitate more productive discussions about health, wealth, and cognitive decline.

Class Objectives:

• Personalize the client experience: Discover how AI empowers you to tailor conversations to each client’s unique needs and circumstances
• Enhance productivity: Learn to use AI tools to streamline and enhance the quality of client interactions, making conversations more productive and effective
• Plan proactively: Utilize AI insights to anticipate client needs and address concerns proactively, fostering better planning and decision-making
• Be more confident: Raise your level confidence when speaking with clients, especially health-related concerns
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth

Format:

Virtual class (Zoom), 90 minutes

You will be asked to schedule a time for your class after entering payment information.

Financial Professionals

Class Description:

This training session focuses on equipping financial professionals with the skills to discuss cognitive decline with their clients. Advisors will learn how to recognize signs of cognitive decline, handle client conversations with sensitivity and empathy, and take steps to protect clients’ financial, physical, and emotional well-being.

Class Objectives:

• Recognize early signs: Learn to identify early signs of cognitive decline in your clients
• Build trust: Learn how to create a safe and supportive environment for clients to share their concerns about cognitive decline
• Personalize client engagements: Ensure that clients feel understood as they navigate cognitive health challenges
• Be more confident: Raise your level of confidence when speaking with clients about cognitive decline
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth

Format:

Virtual class (Zoom), 90 minutes

You will be asked to schedule a time for your class after entering payment information.

Financial Professionals

Class Description:

This class provides financial professionals with the skills and confidence to discuss health-related topics with their clients. Advisors learn how to initiate and sustain successful client discussions about health utilizing expert-informed conversation recommendations, starter scripts, and empathy.

Class Objectives:

• Build trust: Learn how to create a safe and supportive environment for clients to share their health concerns
• Enhance relationships: Build loyalty by addressing one of your client’s greatest financial fears
• Be more confident: Raise your level of comfort and confidence when speaking with clients about their health
• Act in your client’s best interest: Meet your responsibilities for protecting your client from all financial risks, including those caused by health events and costs
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth

Format:

Virtual class (Zoom), 90 minutes

You will be asked to schedule a time for your class after entering payment information.

FREE with valid access code

FREE!

$29 per year