Money and Memory: The Connection
Our elderly population in the United States is expected to reach 80 million by the year 2050. What does this mean for your clients and their loved ones as they retire and beyond? The Money and Memory session is specifically designed for financial and long-term planners to help people with the financial realities that many will encounter. By preparing for the possibilities ahead, individuals can live through retirement with a peace of mind around their financial reality. Contact Christine if you want her to speak to your group on this topic.
Featured Resources:
VIDEO WORKSHOP:
Protecting Your Money As You Age - UPenn Memory Center, 2022 (Christine is on at 24min)
FREE HANDOUT:
PODCAST:
The Intersection of Money and Memory - American Institute of CPA’s
ARTICLE:
How Financial Planners Can Work with Clients with Dementia and Memory Loss - National Association of Financial Planners, 2021
Learn Even More in this 60-Minute Video Series:
Financial and Legal Matters for People With Alzheimers or Dementia
Interview with Christine D. Moriarty and the Vermont Chapter of the Alzheimer's Association
