Financial Advisors: 
Are you prepared to deal with an aging clientele?

According to the U.S. Census Bureau, America's 65 and older population will nearly double in the next three decades. Will you have the skills necessary to serve your clients who are facing diminished mental capacity, elder financial abuse and the many other issues of aging?

Become an Elder Planning Specialist. Take our two-day workshop to learn what you need to know in this rapidly changing environment.


 We are committed to preparing financial advisors for a changing world

Bob Mauterstock


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 An accomplished speaker, author of four books and sought-after authority and consultant on the financial concerns of baby boomers and their adult children.

Annalee Kruger


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Founder of Care Right Inc, which helps families with aging loved ones navigate through the long term care industry and cope with issues family caregivers encounter.