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Aging Investor

@AgingInvestor

Our Mission: To educate, and prevent financial elder abuse by professionals and others. To empower financial service professionals in managing aging clients.

 California
aginginvestor.com
Joined April 2014
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  • Followers1.6K
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Don't miss the opportunity to score big savings on this important book bundle, curated specifically for #financialprofessionals. hgc71zam.pages.infusionsoft.…
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The Caregiver Dilemma: The Sandwich Generation agingparents.com/?p=11667
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How Elder Mediation Works To Solve Family Conflict youtu.be/yFwLjUFaUQs?si=QhAY… via @YouTube
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I just uploaded “What-you-can-expect-from-our-introduction-call” to #Vimeo: vimeo.com/845766960
What-you-can-expect-from-our-introduction-call

What-you-can-expect-from-our-introduction-call

This is "What-you-can-expect-from-our-introduction-call" by AgingParents.com on Vimeo, the home for high quality videos and the people who love them.

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Aging Investor retweeted
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Advisorpedia@advisorpedia7 Dec 2022
Giving Your Frail Aging Parent “Space” - How Dangerous Is That? ow.ly/VoUF50LWNEx @AgingInvestor

Giving Your Frail Aging Parent “Space” - How Dangerous Is That?

Let’s face it, some elders are not just stubborn, they’re flat out dangerous to themselves. They insist on independence. #aging #family

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I just started following Kendrick Norris on #Vimeo: vimeo.com/user124622906

CEOc

CEOc 是 Vimeo 的成员，Vimeo 是高质量视频及其爱好者的家园。

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Aging Investor retweeted
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Advisorpedia@advisorpedia12 Nov 2021
Mom’s Live-In Boyfriend Is Abusing Her Financially: What To Do ow.ly/iusx50GKjTa @AgingInvestor #advisors #protection
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Aging Investor retweeted
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Advisorpedia@advisorpedia6 Jan 2021
One Thing Advisors Should Never Tell Your Aging Investors ow.ly/AOJq50D0NY8 @AgingInvestor #investor

One Thing Advisors Should Never Tell Your Aging Investors

The “average” lifetime cost of long-term care for two people in this country is far greater than $285,000. #longtermcare #retirement

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Aging Investor retweeted
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Advisorpedia@advisorpedia13 Nov 2020
Why Advisors Need To Act Fast When a Client Seems Cognitively Impaired ow.ly/fdLL50CiR2v @AgingInvestor #wealthmanagement #aging
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Aging Investor retweeted
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Advisorpedia@advisorpedia8 Nov 2020
What Can We Do About Pandemic Related Loneliness? ow.ly/bxjr50CdW7L @AgingInvestor

What Can We Do About Pandemic Related Loneliness?

Loneliness is manageable, and does not have to defeat us. We are strong enough to make it through this and we will. #covid19 #loneliness

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Being Extraordinary: Advising For Longevity #NAPFA20 Thank you NAPFA for the amazing opportunity to speak to your extraordinary financial advisors today. You all really make a difference in the lives of the clients you serve.
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We are excited to be presenting " Being Extraodinary: Advising for Longevity" at our favorite conference this month October 22, at 10:30 am. Come join us Virtually!
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Aging Investor retweeted
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Advisorpedia@advisorpedia5 Oct 2020
A Great Reckoning: One Way Covid-19 Permanently Changed My Life ow.ly/tCR450BIVX4 @AgingInvestor #covid19
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Aging Investor retweeted
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Advisorpedia@advisorpedia6 May 2020
How to Have Calming Conversations With Upset Clients In This Pandemic ow.ly/tcXs30qDwjr @AgingInvestor #crisis #communications #aging #advisor
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Check out my latest article: The Value of Reaching Out For Support linkedin.com/pulse/value-rea… via @LinkedIn
The Value of Reaching Out For Support

The Value of Reaching Out For Support

For anyone living alone, it is especially hard to be staying at home. Seniors, perhaps more than any other age group suffer from the effects of social isolation.

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Aging Investor retweeted
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Advisorpedia@advisorpedia4 May 2020
5 Ways to Reassure Advisory Clients During the COVID-19 Pandemic ow.ly/bFNg30qCPTT @OliviaLuper #advisors #Coronavirus #communicating #message #finance
5 Ways to Reassure Advisory Clients During the COVID-19 Pandemic

5 Ways to Reassure Advisory Clients During the COVID-19 Pandemic

There is something for financial advisors to learn from these world-renowned brands: clients need reassurance right now. #marketing

advisorpedia.com
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Excited to share with you an upcoming free Webinar - "Navigating Difficult Conversations In Stressful Times" Providing Financial Advisors with tools to help them better communicate with their clients. lnkd.in/gUGKxeD Featuring Dr. Mikol Davis and Carolyn Rosenblatt, RN.

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Thank you TriNet for stepping up and being a leader in the industry offering your clients important tools helping their investors ways to calm anxieties during these uncertain times. We enjoyed providing you the Webinar.
So sad and so beautiful. Humans being loving humans.
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Aging Investor retweeted
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Advisorpedia@advisorpedia28 Feb 2020
What, Exactly Does "Undue Influence"​ Mean? ow.ly/rgRW30qltCK @AgingInvestor #influence #aging #advice
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