A Financial Professional's Guide to Working with Older Clients

AARP and the Financial Planning Association (FPA) are pleased to introduce a new resource, A Financial Professional's Guide to Working with Older Clients.

With 78 million boomers juggling financial priorities, many are turning to financial professionals for help with money matters. Holding billions of dollars in retirement accounts, many boomers lack the knowledge or confidence to handle their money. They need help planning for and living in retirement, while also supporting their children and parents. This guide will prepare you to meet the changing demographics of investors.

The booklet covers two main themes:

• Disclosure by financial professionals—what the client wants to know about you and your practice
• Working with older clients – information and tips on social, family and generational issues, physical and mental impairments, and written and online communications

Request Copies of the Guide

To request up to 25 hard copies of A Financial Professional’s Guide to Working with Older Clients (D19004), write to: AARP Fulfillment, 601 E St. NW, Washington, D.C., 20049. If you would like to distribute a large quantity of guides, please contact Jay Sternberg at 202-434-6067.