Aging Investor

Our Mission: To educate, and prevent financial elder abuse by professionals and others. To empower financial service professionals in managing aging clients.

[Aging Investor @AgingInvestor]

Don't miss the opportunity to score big savings on this important book bundle, curated specifically for #financialprofessionals. https://t.co/tNtCfYsOxA

[Aging Investor @AgingInvestor]

The Caregiver Dilemma: The Sandwich Generation https://t.co/5rmd8BOUMl

[Aging Investor @AgingInvestor]

How Elder Mediation Works To Solve Family Conflict https://t.co/uPPhwP1lHa via @YouTube

[Aging Investor @AgingInvestor]

I just uploaded “What-you-can-expect-from-our-introduction-call” to #Vimeo: https://t.co/QaX8xq02DZ

[Advisorpedia @advisorpedia]

Giving Your Frail Aging Parent “Space” - How Dangerous Is That? https://t.co/5QD1QKZCjw @AgingInvestor

[Aging Investor @AgingInvestor]

I just started following Kendrick Norris on #Vimeo: https://t.co/2pyUjzcnuG

[Advisorpedia @advisorpedia]

Mom’s Live-In Boyfriend Is Abusing Her Financially: What To Do https://t.co/WQjXxopwSm @AgingInvestor #advisors #protection

[Advisorpedia @advisorpedia]

One Thing Advisors Should Never Tell Your Aging Investors https://t.co/kYanyEX2Y2 @AgingInvestor #investor

[Advisorpedia @advisorpedia]

Why Advisors Need To Act Fast When a Client Seems Cognitively Impaired https://t.co/g5KgAOnhcM @AgingInvestor #wealthmanagement #aging

[Advisorpedia @advisorpedia]

What Can We Do About Pandemic Related Loneliness? https://t.co/g6Gcwozk8B @AgingInvestor

[Aging Investor @AgingInvestor]

Being Extraordinary: Advising For Longevity #NAPFA20 Thank you NAPFA for the amazing opportunity to speak to your extraordinary financial advisors today. You all really make a difference in the lives of the clients you serve.

[Aging Investor @AgingInvestor]

We are excited to be presenting " Being Extraodinary: Advising for Longevity" at our favorite conference this month October 22, at 10:30 am. Come join us Virtually!

[Advisorpedia @advisorpedia]

A Great Reckoning: One Way Covid-19 Permanently Changed My Life https://t.co/LXGKwzEUk0 @AgingInvestor #covid19

[Advisorpedia @advisorpedia]

How to Have Calming Conversations With Upset Clients In This Pandemic https://t.co/ipyxhnvOHr @AgingInvestor #crisis #communications #aging #advisor

[Carolyn Rosenblatt @clrosenblatt]

Check out my latest article: The Value of Reaching Out For Support https://t.co/GVBvxGf4kv via @LinkedIn

[Advisorpedia @advisorpedia]

5 Ways to Reassure Advisory Clients During the COVID-19 Pandemic https://t.co/9GPasGnLEk @OliviaLuper #advisors #Coronavirus #communicating #message #finance

[Aging Investor @AgingInvestor]

Thank you TriNet for stepping up and being a leader in the industry offering your clients important tools helping their investors ways to calm anxieties during these uncertain times. We enjoyed providing you the Webinar.

[Aging Investor @AgingInvestor]

Excited to share with you an upcoming free Webinar - "Navigating Difficult Conversations In Stressful Times" Providing Financial Advisors with tools to help them better communicate with their clients. https://t.co/37Z3LqZX9D
Featuring Dr. Mikol Davis and Carolyn Rosenblatt, RN.

[Carolyn McClanahan @CarolynMcC]

So sad and so beautiful. Humans being loving humans.

[Advisorpedia @advisorpedia]

What, Exactly Does "Undue Influence"​ Mean? https://t.co/Q5KzxpI5zn @AgingInvestor #influence #aging #advice