On Demand
The Graying of America: Why the Biopsychosocial Model Is Your Most Valuable Tool for Older Adult Financial Planning
Americans are getting older, and money-only planning no longer cuts it. In this session, we’ll introduce the body, mind, and social life model called Biopsychosocial (BPS), a simple, practical way to see what truly drives financial well-being in later life. Discover how health changes, emotions, thinking, and family/friend networks interact to shape money choices and outcomes. You’ll emerge with clear steps you can use right away: a plan for healthcare and long-term care costs, protection for decision-making (POAs/successors), and ways to strengthen clients’ support systems and family planning. Register to learn a straightforward framework to spot risks and strengths, personalize advice, and better serve an aging client base.
*CFP Credits not applicable for viewing the recording
Speakers
Chet Bennetts, PhD, CFP®, CLU®, ChFC®, CLF, RICP®
Department Chair and Associate Provost
The American College
Brandon Tucker, CFP®
Advisory Financial Planning Practice Management Consultant
eMoney
Americans are getting older, and money-only planning no longer cuts it. In this session, we’ll introduce the body, mind, and social life model called Biopsychosocial (BPS), a simple, practical way to see what truly drives financial well-being in later life. Discover how health changes, emotions, thinking, and family/friend networks interact to shape money choices and outcomes. You’ll emerge with clear steps you can use right away: a plan for healthcare and long-term care costs, protection for decision-making (POAs/successors), and ways to strengthen clients’ support systems and family planning. Register to learn a straightforward framework to spot risks and strengths, personalize advice, and better serve an aging client base.
*CFP Credits not applicable for viewing the recording
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