Advisors will learn about Long Life Planning from Sandy Adams, CFP®, CeFT® and Anne Bedinger, CFP®, CeFT®, through narrative that includes, tips, protocols, research and cases.

Learning Objectives:

1. Learn important statistics about our aging population

2. Learn why it’s important to integrate Long Life Planning into your advisory practice.

3. Learn about the many and varied issues involved and how to keep track of them

4. Learn about how to start this discussion with clients.

5. Learn about several “best practice” tools for your own practice.


Please click here to watch this webinar for free.

If you would like to earn CE Credits for viewing the webinar. Please click "register for event" (at the top right hand side of this page) to pay the reporting processing fee. 

Event Information

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