posted by Bonnie Hughes on August 12th, 2009 at 8:49 AM
Eldercare Practices and Serving Seniors Well
by Bonnie A. Hughes, CFP®
A question was posed recently by a columnist: Besides having a grandmother whom you like a lot, what qualifies you to work with seniors?
Dave Demming, a planner in Ohio, might answer that by sharing that he has had many of the same clients for the last 30 years and as they have aged, he’s helped them in lots of ways that go beyond the typical planning engagement. The problem for him is that this kind of help bleeds into some new areas for hispractice and he has been active in seeking out conferences, continuing education, and other resources to serve his clients at the level they’ve enjoyed these past decades.Many more advisors are getting into the area of eldercare as their clients become seniors. If you want to work in this area, what are some best practices that help your clients and protect you? We’re going to cover two areas. The first involves due diligence and best practices of documentation, and the second involves education and a qualified referral network.
Want to know more about Eldercare and how ACP works with Seniors and their families? Contact Bonnie at bonnie@americancapitalplanning.com
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