Caregiving impacts us all. Likely, you’re already providing financial advice to clients in, or soon to be in, a caregiving situation. So why is this inevitable life transition a crisis for so many? Dr. Amy D’Aprix takes an informed client viewpoint, sharing what advisors can do to help clients plan for providing – or needing – caregiving, why COVID-19 has made clients more open to these discussions, and how these types of nonfinancial conversations deepen client relationships, engage multigenerations, and position you as a trusted advisor of choice.
- Understand why caregiving is such an important issue to address with clients, now
- Discover the practical, emotional, family, and financial implications of caregiving and how they will help you better understand your clients’ struggles
- Explore the different kinds and costs of care that will inform a plan for the financial impact clients will face
- Learn how and when to raise this topic in client conversations
Amy D’Aprix, PhD, MSW, CPCA is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, has provided down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations for over 30 years. A compelling, pragmatic, inspirational speaker and coach, Dr. Amy has addressed thousands of Financial Advisors and their clients across North America. She provides sound guidance, humor, and enthusiasm in navigating Life Transitions to ensure the success of overall life goals and financial plans. This passion is reflected in her two programs; Your Best Life Forward, a unique membership website that offers advice and guidance to individuals facing significant life transitions, and Trusted Advisor of Choice, a practice elevation program for financial professionals to better understand their clients’ concerns and more proactively prepare for the life transitions they face. Amy is also a Certified Professional Consultant on Aging (CPCA). She has authored the book, From Surviving to Thriving: Transforming Your Caregiving Journey and co-developed an audio coaching session and companion journal, Building the Bonds of Friendship at Midlife and Beyond. She also created the Life Memories Journal and Caring Cards to inspire more meaningful conversations between generations. Dr. Amy is regularly featured and interviewed on television, radio, podcasts, and online publications.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Materials: There is no PowerPoint available for this webinar, but a case study is available in your FSPgo account.
Note: This webinar was originally broadcast on May 11, 2021.