Wed, Oct 14 | Webex

JOIN US! October 14, 2020 | Using Holistic and Integrated Planning:Helping Clients Benefit from the Longevity Bonus

Using Holistic and Integrated Planning: Helping Clients Benefit from the Longevity Bonus
Registration is Closed

Time & Location

Oct 14, 2020, 11:00 AM – 12:00 PM

About The Event

There is a need for relevant, ongoing education for planners and advisers to understand the changing needs and to be equipped to deliver a quality experience to consumers. 

Planners will be carrying out a more substantial role on the behavioral side of planning to support beneficial behavior change in clients so they are more equipped to achieve their goals. 

Participants will consider how aging is changing and their role in helping clients adjust their thinking to this reality. With this change of thinking, the Financial Planner will help their clients discover life goals they had not previously considered. 

This session will leave planners more empowered in their approach to Longevity (Consulting). Join Jonathan Ainsley as he guides financial professionals through the Longevity Bonus and provides details on the following: 

  • Discover how to help clients maximize their life potential through benefitting from the Longevity Bonus. • Examine how a mindset shift changes everything. 
  • Learn how to build extraordinary client relationships. 
  • As aging changes, identify the (untapped) value a planner can provide. 

This session has been accepted for 1-hour CE, CFP® Professionals. InvestInU will submit your CE Credits

Registration is Closed

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Vision:  To elevate the profession that transforms lives through the power of financial planning.


Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

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