The Talk

“Recently, I had to have The Talk with one of my long time clients and her kids.”

None of our mentors warned us when we first entered the financial services industry about the most challenging part of being an independent financial advisor- a fiduciary- representing so many people that we care about.

Join us as we discuss those difficult conversations families must have as their loved ones age, some challenges of being a caregiver of an aging adult, learn what paperwork is essential that you have, and learn some warning signs where caregivers may need to step in to help their loved ones- even potentially at the cost of their loved one’s independence.

Hear it from a fiduciary’s perspective so that you are better prepared when you have to have The Talk. (6.9.18)

Articles Referenced

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