One thing every financial professional has in common is an aging client base. Aging can lead to enormous challenges for clients, their families, and the financial professionals who serve them.
One thing every financial professional has in common is an aging client base. Aging can lead to enormous challenges for clients, their families, and the financial professionals who serve them. Helping clients prepare for these challenges through a combination of empathetic communication skills and sound financial planning strategies presents an opportunity for you to deepen your relationships with your clients and their families. Join us as we explore your role in helping your clients age with dignity and grace.
Speaker:
Doug Ewing
Vice President, Insights & Solutions Field Team, Nationwide
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased