Genivity was proud to host Dr. Amy’s webinar on “Increasing Longevity: Enhance Client Loyalty by addressing long-term health.” Dr. Amy D’Aprix is an internationally renowned expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics. With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, has provided down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations for over 30 years.
In this webinar, Dr. Amy dives into the details surrounding longevity and financial planning. Her experience has led her to look at retirement, health, and longevity in a way that’s sure to be enlightening for any financial planner.
Dr. Amy outlines how financial planning has evolved to be a goals-based industry, pushing planners to help accomplish their client’s desires for retirement. Dr. Amy illuminates this subject and marries it with health, wellness, and personal information that will individually impact the financial impacts of your clients.
This webinar addresses critical questions that clients ask such as: “How will long-term care be addressed and paid for?” It also offers planners the opportunity to make inroads with their client’s health and promote healthy lifestyle choices that directly impact their retirement goals.
Dr. Amy breaks down how planners can start longevity planning conversations with new and existing clients. She also lends her experience to the audience to help identify when a client may be experiencing a life transition. Her techniques can help you breach tough conversation topics such as “cognitive decline” or “how to handle extended care situations.”
This webinar also specifically looks at the intersection of women, money, and longevity. Dr. Amy highlights the importance of specifically engaging with female clients, why it’s essential for your business, and how it’s important for both married and single women.
Dr. Amy was a wealth of knowledge and brought insights seldomly found in the financial planning world. This webinar includes the full presentation and a downloadable PDF with Dr. Amy’s main takeaways.