Strengthen Your Client Relationships
Join Dr. Amy D'Aprix for a Powerful CE Webinar
Meaningful Human Connections are a Competitive Advantage
Join Dr. Amy for this complimentary webinar to elevate your practice. Feel free to share with colleagues or team members who would benefit from this content.
What You'll Gain:
✔ Proven strategies
to deepen client trust and loyalty
✔ Practical tools
to uncover hidden client needs
✔ Resources you can
immediately share with clients
✔ 1 hour of CE credit
(CFP Board pending)
✔ Actionable takeaways
to implement in your practice
Webinar
Longevity Planning
and the Caregiving Challenge
Guiding Clients with Empathy and Support
Date: Tue Dec 9 at 4pm ET
Duration: 1 hour | 1 CE Credit (CFP Board)
The Reality:
Clients face 20-30 years of retirement, potential caregiving for parents (10-15 years),
and their own future care needs (3-5+ years).
Yet most have only planned for retirement income and maybe long-term care insurance.
What You'll Learn:
- The scope of caregiving in America and its impact on your clients
- Financial and emotional costs of caregiving (70% of people turning 65 will need long-term care)
- How to initiate sensitive conversations about longevity planning
- Identifying which clients are facing caregiving challenges
- Resources and strategies to support clients through these transitions
- A turnkey solution that strengthens your practice without adding to your workload
Perfect For Advisors Who:
- Have clients approaching or in retirement
- Work with sandwich generation clients balancing multiple responsibilities
- Want to provide value beyond investment management
- Are looking for ways to support women clients (who live longer and provide most care)
Meet Your Presenter
Amy D’Aprix, MSW, PhD, CPCA
Dr. Amy is an internationally respected expert on life transitions and relational insights. Holding a Ph.D. in social work, she has consulted for the Financial industry and trained advisors for over 20 years. Thousands of people have benefited from her guidance through speaking engagements, educational programs, and coaching that deliver ROI.
As President & Founder of LifeBridge Strategies and creator of LifeMap, Dr. Amy brings 40+ years of experience working with aging families and understanding the complex intersection of life and money.
Her practical, empathetic approach helps advisors build deeper, more meaningful relationships with their clients while uncovering opportunities for more comprehensive financial planning.
What Advisors are saying...
"Great presentation. Dr. Amy was fantastic. Extremely helpful ideas."
"I've been in the business over 20 years and this information is helping me hone my skills."
"Dr. Amy was able to evoke introspection and warm humor into a valuable hour of our time."
"This was meaningful and inspiring. I've added another much needed dimension to planning for retirement other than financial."
Ready to Transform Your Client Relationships?
Register now this complimentary webinar and earn CE credit while gaining insights that will set your practice apart.
