Kathleen Pritchard

Managing Director, Head of Advisor Business Development,
Legg Mason Global Asset Management

Kathleen Pritchard has over 28 years of experience in the financial services industry, and has spent the last 8 years providing advisors with innovative ways to look at their practice and client base. Kathleen is a dynamic, engaging and passionate speaker and coach and is committed to ensuring her ideas lead advisors to further distinction in the marketplace. She is a National Spokesperson for Legg Mason serving the wirehouse, regional, independent, bank and insurance channels. She represents Legg Mason at industry conferences and events across the country. Please look for her at the next industry event you attend.

“Now What?” is Not a Strategy: Evaluating Senior Housing Options Before a Crisis
Given the wide range of senior housing options now available, it’s important to understand and prepare financially for the inevitable decision that each of your clients will have to make for themselves or a loved one: where should I live as I age?
Anticipate the Challenges of Aging in Place
As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.
Help Your Aging Clients be Safe at Home
Even someone’s dream house can become a dangerous nightmare to live in when the physical challenges of aging begin. Play a role helping your aging clients, or clients with aging parents create a safe environment without depleting their long-term financial security.
How Well Do You Know Your Aging Clients?
There are plenty of myths about aging that could influence how you work with your aging clients. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we dispelled those myths so you can understand the realities.
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