Understand the Impact of Later Life Events – Session 3

Date/Time
Thu, Nov 3, 2022
1:00 pm - 2:00 pm EST

The Impact of Later Life Events on Aging Clients, Families and Your Practice

Build loyalty, prevent loss and grow your business with knowledge and resources

Aging clients are likely to experience one or several common later life events that will test their ability to live independently and put pressure on their relationships and finances.

Advance knowledge and understanding of these challenges positions you to provide clients and families with timely, high impact direction and relief at a moment’s notice. It is not only the right thing to do, but it can make advisors an indispensable member of a family’s professional advisory team – a critical position to be in with regards to retaining wealth, building relationships with next generation decision makers, and gaining new and loyal clients.

During the “Impact of Later Life Events” session, advisors will learn:

- about the most common later life events your aging clients are likely to experience and the associated financial, personal and family impact;
- early indicators or red flags of potentially disruptive later life events and how to respond;

immediate, high impact service and guidance when new challenges arise and how advisors can do this with minimal effort and expense;

how to turn concerns about later life events into a growth opportunity for your practice.

About Jennifer Moir

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.