Skip main navigation (Press Enter).
Log in
Toggle navigation
Search Options
Log in
Home
Communities
All Member Open Forum
All Communities
My Communities
Chapters
Knowledge Circles
All Knowledge Circles
African American
Applied Behavioral Economics
Asian-American/Pacific Islanders
Business Success
FPA Latino
CFP Board's Code of Ethics and Standards of Conduct
International and Cross-Border
Investment Planning
Neurodivergent Planners
PridePlanners
Public Policy and Regulation
Retirement Planning
Tax and Estate Planning
Women and Finance
Network
Member Directory
Volunteer
About
My Volunteer Profile
Volunteer Opportunities
Opt in to the Volunteer Pool
Volunteer Leaderboard
The Wolf that Ate Grandma: Investment Planning and Older Adults
×
When:
Dec 15, 2022 from 15:00 to 16:00 (ET)
The December 2022 Investment Planning Knowledge Circle will be held on Thursday, December 15th at 3 pm ET.
Guest speaker Barbara Micheletti with Interrupting Aging will be presenting, "The Wolf that Ate Grandma: Investment Planning and Older Adults."
Learning Objectives - Participants will learn:
Aging US Population
Large Multigenerational Wealth Transfer
How to Distinguish Your Advice from Fraudulent Telemarketing
How Aging & Older Consumer Behaviors create a greater likelihood of being Victimized
Client Prevention Strategies
Barbara is on a mission to change the way financial professionals engage with their aging clientele. She is a gerontologist, founder of Interrupting Aging, and creative designer of the unique, online Aging and Money Program which teaches financial "money experts" how to become aging experts so they can better help their older clients financially and emotionally plan in advance for inevitable age-related money issues.
More information
Location
Online Instructions:
Url:
http://fpalearning.onefpa.org/products/investment-planning-knowledge-circle-the-wolf-that-ate-grandma-investment-planning-and-older-adults
Login:
Please register at the above link.
Download to Your Calendar
Contact Us
1290 Broadway, Suite 1625
Denver, CO 80203
Phone
(800) 322-4237
Membership
Join
Benefits
Privacy & Terms
About Us
Code of Conduct
Copyright 2024. All rights reserved.
Powered by Higher Logic