Overcoming the Challenge of Transitioning Family Wealth

One of the biggest challenges facing Canadians today involves helping aging and infirm parents with their finances, their health and their day-to-day activities. ìAdvisors need to be ready to lead their clients through the financial aspects of this dynamic situation,î said Dave Christianson, Financial Planner and Faculty Member with the Knowledge Bureau. ìThose advisors who exercise leadership at this challenging time will develop a special bond and fortify a lasting relationship with their clients.î

 

Mr. Christianson will conduct a case study session at the 6^th annual Distinguished Advisor Conference to be held November 8-11 at the Loews Ventana Canyon Resort in Tucson, Arizona. His interactive session will explore ways to lead clients through this difficult time, with special emphasis on working with people who have been named power of attorney or committee for these clients.