Retirement Planning | On-Demand Webcasts
A Discussion on Decision-Making in Retirement Planning
In this webcast, Steve Parrish, Co-Director of the American College Center for Retirement Income, hosts a conversation with Lesley Mehalick, JD, LLM, Supervising Partner of Trusts and Estates, McAndrews Law Offices, P.C., and Chris Heye, PhD, CEO and Founder of Whealthcare, on how financial advisors can help clients facing declining decision-making capability in retirement, including identifying and defining signs, how to build contingencies into financial and estate planning, and steps to consider if and when those contingencies become realities.
August 25, 2021
August 25, 2021
Representation | On-Demand Webcasts
Creating Better Behavioral Finance Decisions for Clients Through Money Coaching
August 18, 2021
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021
Practice Management | On-Demand Webcasts
Empowering Financial Professionals Through Choice Management
August 04, 2021
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021
