Target Audience:

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.