Advisor’s Guide to Planning for the Baby Boomer Client#2953
This course has been archived and cannot be purchased.
Credit
Amount
CFP®
7
Course Description
The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving Baby Boomer clientele. Discover the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age -sensitive strategies based on applied research.