To help build awareness around National Family Caregivers month, Longevity Planning is hosting a series of client-facing webinars for you and your clients.
The three-part series will focus on financial planning and caregiving for your clients and their loved ones living with dementia, tools to avoid falling victim to elder fraud and educational resources on housing options for aging family members. Descriptions and dates of the series are listed below.
Invite clients to register for one or more of the webinars, or host a client event in your office. Space is limited to 2,000 registrants, so be sure to register and invite clients in advance. For more information and access to the approved HTML invitations (for both the clients and to host the event), visit the Caregiving Webinar Series RJnet page or email longevityplanning@raymondjames.com.
A Caregiver’s Guide to Financial Planning for Those Living with Dementia
On November 1 at 1 p.m. ET we will hear from Transamerica’s Douglas A. Ewing, Advanced Markets Director, on protecting a loved one’s finances.
Aging and its Financial Implications: Planning for Housing
On November 8 at 1 p.m. ET Alison Breward, Director and Senior Program Manager or Global Communications and Engagement at Legg Mason Global Asset Management, will provide information on housing options in retirement and insight on the associated financial planning implications.
Simple Solutions for Protecting Your Financial Health
On November 15 at 1 p.m. ET Elizabeth Lowey, EverSafe’s Co-Founder and Chief Operating Officer, and Howard Tischler, EverSafe’s Co-Founder and Chief Executive Officer, will discuss financial awareness and protecting both your clients and their loved ones from financial fraud.