The Talk

June 13, 2018   00:37:16

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“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 has 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 an fiduciary’s perspective so that you are better prepared when you have to have The Talk.   (6.9.18)

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Investment Answers LLC is a Financial Advisory firm. For the most up to date Investment Advisory services and disclaimers, please visit www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision.