Planning in a Crisis: Caregiving and Long-Term Care Transitions

Now more than ever, advisors must be equipped to confidently guide clients through times of uncertainty with proactive and reactive crisis planning. For many individuals and families, the need for long-term care transitions can arise without warning, leaving them scrambling for a solution — and they need your expertise to guide them.

This webcast provides relevant insights about supporting clients through caregiving and long-term care transitions, including a case study walkthrough, an examination of proactive and reactive planning strategies, an overview of valuable planning tools, and more.

Viewers will come away from this webcast with the knowledge to guide their clients through care-related crises and market uncertainty.