When I’m 64: Planning for Aging Clients
When I get old and losing my hair, [not too] many years from now… (apologies to Paul McCartney, song writer of “When I’m Sixty-Four”, 1967)
Americans are living longer than ever, with many reaching age 90 or even 100. In fact, the number of centenarians in the U.S. has already exceeded 100,000 and is expected to quadruple.
Today’s longevity presents unique financial planning challenges and opportunities for all our clients, but especially for women, who on average live longer than men and need more financial resources to sustain themselves in retirement.
We’ll discuss what estate planning professionals need to know about working with aging clients, and explore how longevity and other trends are impacting how we spend, invest, live and love in retirement. Plus, we’ll talk about those potential generational wealth transfers rumored to total in the trillions of dollars.
With financial anxiety and concerns about outliving one’s money at all-time highs, this session will present actionable information you can use to help your aging clients feel more prepared and confident about a rapidly evolving and uncertain financial future.
About Our Speaker:
Mari Adam has over three decades of experience as a Trust Officer, Certified Financial Planner™, and investment advisor.
After selling her firm to a leading national wealth manager, Mari founded Mari Talks Money LLC which helps individual investors manage and build wealth.
Her advice and commentary have appeared in numerous media outlets such as The Wall Street Journal, Kiplinger's, CNN, Money Magazine, and NBC's Today Show. She is a frequent blogger and speaker on wealth, retirement, and well-being issues. While an advisor, she was singled out to receive the Women's Choice Award® for Financial Advisors and Firms for 7 consecutive years.
Mari earned her BA from Claremont McKenna College in Claremont, California, and later completed an MBA in International Business/Finance at George Washington University in Washington, D.C. After college, she served in the US diplomatic service both overseas and in Washington, D.C. before switching to personal finance. She completed graduate work in Financial Therapy at Kansas State University and has earned the Certified Financial Therapist designation.
