More than 51 million Americans are caring for aging family members. That number is only going up, and the financial planners in their lives are increasingly being asked to help navigate what comes with it. In this episode of FPA LIVE, we’re joined by Lauren Clough, Co-Founder and CEO of bQuest, to talk about longevity planning: what it is, why financial planners need to be having these conversations proactively, and what gets in the way when they don’t. We also discuss the new Longevity Planning Foundations Program that FPA and bQuest have built together to help planners bring this work into their practices. This is one of the most important conversations happening in financial planning right now, and it’s one most planners aren’t having yet.
Feeling inspired? Share these insights on social.