The Insured Retirement Institute (IRI) and AARP are joining forces to offer two complimentary webinars on how to communicate during the financial planning process with 50+ consumer-investors who might be experiencing social, generational, family or health challenges.

Communicating with Older Clients: Parts 1 and 2 will feature the following speakers:

• Jean Setzfand, AARP Director of Financial Security
• Cathy Weatherford, IRI President and Chief Executive Officer
• Michael Herndon, AARP Manager, Financial Security Institutional Outreach, Moderator.

Communicating with Older Clients: Part 1 will be held on September 16th at 1pm EDT and will focus on how to communicate effectively with older people who may face social, generational and family challenges. Our speakers will discuss solutions for assisting your clients to help identify personal circumstances that may have implications on financial planning.

Communicating with Older Clients: Part 2 will be held on November 17th at 1pm EDT and will focus on how to communicate effectively with older people who may be facing physical and medical challenges. Our speakers will discuss solutions that you an offer your clients during this stage of their life.

Who Should Participate?
A financial advisor or professional focusing on distribution, marketing, sales, investments, product and business development, or public relations in the financial services industry.

Career Level:
Beginner to executive

Register NOW at NO CHARGE
Watch and listen from the convenience of your computer. This is your chance to take advantage of some of the best educational presentations in the industry without having the headaches of traveling or the worry of the cost.

Click here to register for Communicating with Older Clients: Part 1, September 16th at 1pm EDT.

Click here to register for Communicating with Older Clients: Part 2, November 17th at 1pm EDT.

Join us and learn the key to communicating with older clients as social, family, generational, physical and medical challenges begin to have an impact on their approach to financial planning.