Sunday, October 11

11:00 AM - 12:00 PM

Becoming a Valuable Planner for the Third Age of Life

Elizabeth W. Jetton, CFP®

Given what we know about longevity, potential for medical advancements and the ongoing economic uncertainty of our times, financial planners are in a unique and critical position to prepare clients for the "third age of life." This inspiration and practical session applies research on the nature of the brain and positive aging—as well as the speakers’ own research—to actual client situations. Learn how this research affects planning, how to revise assumptions and what resources are available to help.
     CFP Board CE credit: 1.0
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Monday, October 12

8:15 AM - 9:30 AM

Journey into Elderhood: Helping Clients Prepare for the Second Half of Life with Meaning and Purpose

Carol Anderson, MS, and Colin B. Coombs, CFP®, CLU

The purpose of this session is to promote a "life planning" approach to helping clients prepare for old age. Without question, no other professional is in a better position to guide individuals in thinking about and preparing for the many difficult transitions that occur in later life. In addition, it is the financial planner who can help clients reframe the aging process and focus on ways they can live richly until the day they die.
     Career Stage: All
     Competency: Business and Practice Management, Elationship Skills, Communication Skills
     CFP Topic List: Retirement Planning, Client Trust and Communication
     CFP Board CE credit: 1.5
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10:00 AM - 11:45 AM

You Think Your Client has Dementia: Now What

Jill M. Brink, Ph.D.

Learn the difference between normal age-related changes in cognition and dementia-along with the warning signs of dementia. Take a look at the definition of "capacity," how to tell whether a client has capacity, when an impaired client might need help and where clients can get help. Discover techniques for communicating with individuals who have dementia, how to work with family members, what supportive services and professional resources exist in the community and the future planning needs of clients with dementia.
     Career Stage: All
     Competency: Relationship Skills, Communication Skills
     CFP Topic List: Retirement Planning, Estate Planning, Client Trust and Communication
     CFP Board CE credit: 2.0
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Tuesday, October 13

8:45 AM - 10:15 AM

Everything You Wanted to Know About Social Security Retirement Benefits, But Didn't Know Who to Ask!

Frank Van Nostrand

Review the nature and philosophy of Social Security-it's an insurance program-and eligibility issues such as age and insured status. Learn how Social Security benefits are computed and how early retirement and delayed retirement impact benefit amounts. Take a look at dependent spouse benefits, divorced spouse benefits, benefits for dependent children, the Annual Earnings Test for younger workers, taxation of benefits and Medicare coverage.
     Career Stage: All
     Competency: Technical Knowledge
     CFP Topic List: Retirement Planning
     CFP Board CE credit: 1.5
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