Know Your Senior Client – Advice that Goes Beyond Age

Date/Time
Thu, Jan 20, 2022
11:00 am - 12:00 pm EST

Know Your (Senior) Client – Advice that Goes Beyond Age

Having a Complete Older Adult Profile™ of your senior clients is a critical step in building trust, developing whole-person understanding, and targeting meaningful advice for positive, strategic aging. Learn how to use this tool to educate both yourself and your client about where their resilience and vulnerabilities lie, and how you can help close the Vulnerability Gap.

Delivered as an online webinar

1 CE credit