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Quarterly Conversations: Navigating Aging Clients

01 Jun 2023
1:00pm - 2:00pm CDT


As wealth advisors, you are tasked with helping clients plan for their future by managing their finances as they age. However, as clients get older, their needs evolve, and they may require additional support and expertise when it comes to legal and medical care. When this happens, it can be challenging to determine what is considered "normal aging" and when to seek help from outside experts.

In this webinar, we will explore the legal, medical, and financial aspects of aging clients and discuss when and how to raise your hand for help. Our panel includes both legal and medical experts specializing in this area who will share their insights and experiences collaborating with advisors to support aging clients.

Join us for an informative and practical discussion about the overlap of legal, financial, and medical care for aging clients. By taking a “village approach” and leveraging the expertise of outside professionals, you can help ensure your clients receive the support and care they need as they age.

Link to join webinar will be sent to registered attendees.



Sarah Constantine
Arnold & Porter

Laura Patterson
Relationship Advisor
Brown Advisory

John Samuels
Founder & CEO
Better Health Advisors  

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01 Jun 2023
1:00pm - 2:00pm CDT

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