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When:
July 23, 2025 @ 2:00 pm – 3:00 pm
2025-07-23T14:00:00-04:00
2025-07-23T15:00:00-04:00
Credit hours: 1 | Designation credit only
Intended for CFP, CPE, CLU/ChFC & CIMA
Helping clients and their families plan for the process of aging with dignity while remaining vigilant with wealth management and planning for retirement. Understanding the risks of longevity: Cognitive, physical, and financial risks and how they can impact the aging process as well as the retirement readiness process.