Parental guidance: Investment Executive October 26, 2018

Audrey quoted in article by Catherine Harris:

Do you have clients who have aging parents? Do you know how to help these clients prepare for what may lie ahead? Although this issue is not strictly included in your mandate as a financial advisor, there’s a lot you can do.

There are many issues surrounding aging. The scariest are development of dementia; vulnerability to physical, verbal and financial abuse; stress on caregivers; and potential damage to familial relationships. Read Parental Guidance

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