Date/Time
Thu, Oct 20, 2022
1:00 pm - 2:00 pm EST
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An aging person’s health is a major factor in determining not only personal longevity and quality of life, but financial longevity too. Mastering the COAPTM – an interactive discovery tool – gives advisors the ability to engage, educate, and empower aging clients to not just improve their health, but preserve their wealth! It can also be a key starting point for more detailed planning discussions. Now that’s powerful.
Founder of Age Well Solutions (2015) Jennifer is a committee member of the Seniors Expert Advisory Council (Ontario Securities Committee), an Elder Planning Counselor, Certified Health Specialist, Relocation and Transition Specialist and founder of the Dementia-Friendly ProfessionalTM (DFP) training program for financial service professionals.
With over 25 years of working with aging adults and the professionals who serve them, Jennifer and her team are uniquely positioned to provide financial services professionals with the knowledge and insight needed to offer exceptional service and advice to some of their most valued and long-term clients. From balancing privacy and advocacy in the face of dementia, ensuring compliance with new professional standards linked to vulnerable investors, or delivering whole-person, whole-family advice to aging adults, Age Well Solutions offers vital guidance that helps advisors protect their clients and ensure their practice thrives.
Jennifer lives in Ottawa, has two children, and enjoys a variety of sporting activities including cycling and golf.