How to Successfully Prepare for Longevity

This training will explore why traditional financial planning alone is insufficient for addressing longevity. Attendees will learn the seven components of a comprehensive longevity plan, why early planning matters, and how communication, empathy, and teamwork improve outcomes. The session also covers how technology, including AI, can support longevity planning by simplifying complexity and personalizing solutions.

Why should you Attend:
Longevity planning goes far beyond savings and investments. It requires addressing health, housing, caregiving, insurance, and decision-making transitions. This session introduces a proven framework - seven essential components of a longevity plan - that helps families prepare proactively, reduce risks, and improve peace of mind.

Areas Covered in Session:

• The biggest threats to longevity: health events, costs, and cognitive decline
• Why humans struggle with long-term planning
• The seven components of a longevity plan:
• Insurance Plan
• Financial Plan
• Wealth Transfer Plan
• Healthcare Plan
• Living Transition Plan
• Driving Transition Plan
• Financial Decision-Making Transition Plan
• The importance of starting early and revisiting often
• Communication guidelines for advisors and families
• Building a team of trusted professionals and loved ones
• How AI and technology are transforming longevity planning

• Financial Planners and Wealth Managers
• Retirement and Eldercare Consultants
• Estate Planning Attorneys
• Healthcare and Caregiving Professionals
• Individuals and Families seeking to prepare for longer lives