How Training Can Enhance Your Expertise With Aging Clients

Mikol Davis and Carolyn Rosenblatt

Dr. Mikol Davis, Carolyn Rosenblatt, RN, Attorney

Our six training courses explain what you need to know about working with aging clients. All courses are available online and certified by the CFP Board for one hour each of continuing education credit. This training will help you avoid the risks of inaction so you can move ahead right now in your practice.

  • Best Practices for Managing Aging Investors, discusses how to recognize and respond to red flags in your elderly clients’ behavior
  • Intergenerational Wealth Transfers, demonstrates proactive techniques for boosting the success of wealth transfers within families and preserving the assets’ value.
  • Beyond Managing Money-Protecting Your Clients From Predators explains what you can do to protect your clients from elder financial abuse. You will learn how to be proactive and what steps to take when you spot or suspect abuse.
  • How to Develop Senior-Specific Program Policies gives you the means you need to create protective policies that are specific to seniors and that anticipate the likelihood diminished capacity in some clients.
Call us for information about providing
personal training for your group: 844-315-4464


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