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.