Tip of the Week

Financial Gerontology: Lessons—Past, Present, and Future

With the effects of the COVID-19 pandemic, and socioeconomic and political change continuing to reverberate, reflecting on the past and the future has become a frequent thought exercise. Such self-reflection can lead to new sensibility and insights about where we have come from, where we want to go, and how we want to get there. For financial professionals, a reexamination and reassessment of the future of their practice, their clients, and larger social contexts associated with them can be of benefit. A multipart review and projection of how financial gerontology has and will continue to contribute to better understanding and relationships with current and future clients can facilitate that process.

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