A Discussion on Decision-Making in Retirement Planning
A discussion on how financial advisors can help clients facing declining decision-making capability in retirement.
Subscribe to Newsletter
Related Posts
401(k)s vs. Life Insurance: Which One is Better for Retirement?
View DetailsHow Big a Gamble is Monte Carlo for Advisors?
View DetailsMoving Beyond Monte Carlo
View DetailsRetirement Planning On-Demand Webcasts
August 25, 2021
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.