Advising Older Clients – Risks, Resources, and Prudent Practices
Older Americans, especially those aged 65 and older, are one of the largest holders of wealth in the United States and historically the most affluent they have ever been. This demographic is a natural client base for financial advisers especially given the unique challenges that provide opportunities for advisers to add value. Increasing longevity requires additional financial resources. Greater overall health increases the use of that wealth for travel, recreation and community involvement. Older adults face the prospect of long term health costs and may need to support their adult children and grandchildren. Our speakers will give an overview of some of the important issues that advisors should be aware of including end-of life planning, long term care, and assisting elder adults with day-to-day living tasks.
John C. Lansing is an Elder Law attorney practicing in Pasadena, California. He became an Elder Law attorney in large part due to his experience caring for his mother. She was afflicted with a neurodegenerative disease in early middle age. John’s practice focuses on long term care, estate planning, conservatorships, probates, special needs trusts, Medi-Cal, and Medi-Cal appeals. John enjoys speaking and writing on Elder Law topics, has been featured on NPR, and is on the faculty of the American Institute of Philanthropic Studies. ^^Back To Top
Gideon Y. Schein, co-founder of the Eddy & Schein Group, has worked as a personal finance manager manager for seniors since 1998. Working patiently to reduce the stress seniors often feel when confronted with today's high-tech, high-speed world, he helps his clients maintain a feeling of independence in their personal affairs. He has extensive experience and expertise on issues relating to Medicare, secondary insurance and Identity Fraud and Scams for seniors, and he has given numerous lectures and seminars at the national and local level on these topics. Gideon has been interviewed on radio and TV news shows and quoted in newspaper articles. ^^Back To Top
Jane Schroeder is a Senior Vice President at Lenox Advisors. She is responsible for working with both corporate and high net worth individual clients of the firm. Jane specializes in family and business insurance planning, and aims to serve the multi-generational and multi-faceted needs of all of her clients. Previously, Jane was also affiliated with John Hancock Financial Network and was recognized as the San Francisco Bay Area office Sales Leader in Long Term Care Insurance for multiple years. She co-founded and served as CEO of Hebert Financial and Insurance Services, Inc. ^^Back To Top
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|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|