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Longevity as Opportunity – New Conversations on Work, Finances and Well-Being

With increased longevity comes challenges and opportunities. To plan effectively over a lifetime, people must prepare for both the near-term and distant future. The traditional three-part career map of education, work, and retirement is out of date.   Dr. Joe Coughlin and Brian Forbes share insights on the need for encouraging your clients to have crucial conversations with their loved ones.  What should your clients know and how can you as a financial planner engage clients and help them bridge the gap with the next generation?  We will cover this and much more in this not-to-missed discussion.