Unlocking The Future: Empower Your Practice As An Elder Planning Specialist.
After retiring from his financial planning practice seven years ago, Bob Mauterstock immersed himself in engaging with financial advisors all over the country, from whom he gleaned invaluable insights. Among the most striking revelations was the scarcity of preparedness among financial advisors to address the myriad challenges faced by their aging clients.
Throughout their careers, many advisors had primarily focused on building their clients’ assets for retirement and overseeing their finances to achieve these objectives. However, with the retirement of a significant number of clients (approximately 10,000 boomers per day), they found themselves lacking the necessary expertise to safeguard their clients against the potential hardships of long-term care and the complexities of aging.
We are thrilled to announce our collaboration with the National FPA to co-market the Elder Planning Specialist program! Our next cohort is scheduled for 2025! Click the button below to get on our waitlist.
This coming age wave will transform how you do business. You will need to learn a whole new set of skills to serve the wealthiest generation in history. Become an Elder Planning Specialist to become a leader in this new field of longevity planners.
The Elder Planning Specialist Training Program is the first program of its kind. It is a ten week online program that deals with all the complex issues that you will face as an advisor to an aging clientele. The program includes:
Students will have reading assignments for each of the modules, followed by opportunities for open and prompted discussions. Completion of the course will require passing the quizzes for each section and a one-hour final exam. Ten hours of CE credits will be available to Certified Financial Planners®.
The course is self paced; however, all requirements for each session must be completed within the one-week time frame.
Tuition: Early Enrollment: $1495 ($1595 after early bird time period).
Enrollment will close after the first 50 registrations.
The course is offered jointly between National FPA and Plan4Life, LLC
Instructor & Co-Creator of EPS Dealing with Diminished Capacity Protecting Clients from Elder Abuse Facilitating Communication Between Generations
Instructor & Co-Creator of EPS Understanding the Aging Process The Caregiver's Role Care Options
Financial Journalist & Co-Creator of EPS Editor and publisher of Retirement Daily on The Street. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments and Wealth Institute's (IWI) Retirement Management Journal.
Client
"I've always been diligent about saving for retirement, but it wasn't until I learned about retirement planning insurance that I felt truly confident in my preparations. This insurance policy acted as a backup plan, ensuring that my retirement funds would be protected even in the face of unforeseen circumstances. It's a smart investment that provides an extra layer of security and allows me to enjoy my retirement."
Client
"Retirement planning insurance has been a game-changer for me and my family. It has given us the freedom to pursue our passions and enjoy our golden years without stressing about potential financial setbacks. The peace of mind that comes with knowing our retirement savings are well-protected is priceless. If you're serious about securing your financial future, I highly recommend considering retirement planning."
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Our Retirement Planning Consulting Services are designed to guide you through every step of the process.
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Kevin Doe
Client