This comprehensive program entitled, “Aging and its Financial Implications: Planning for Housing,” offers a client-approved brochure with embedded worksheets that will help you take your financial planning conversations to the next level. Adopt a proactive approach to address the realities of aging with the goal of creating additional revenue opportunities, building a bridge to the next generation by being a resource to your clients and their families, and generating referrals (since no one is talking about this!)
The content was created in partnership with Johns Hopkins University School for Nursing and their Center for Innovative Care in Aging. It provides in-depth information on housing options in retirement and insight on the associated financial planning implications. All materials were designed to help you facilitate conversations with your clients on this important topic.
All investments involve risk, including loss of principal. Legg Mason is not affiliated with Johns Hopkins University School of Nursing and WealthManagement.com. © 2013 Legg Mason Investor Services, LLC. Member FINRA, SIPC. Legg Mason Investor Services, LLC is a subsidiary of Legg Mason, Inc. FN1314111
Complete the form below to download this brochure.