Crucial Conversations Across Generations: The Big Picture – Transamerica – 9.18.23

January 3, 2021

Overview:

Title: Crucial Conversations Across Generations: The Big Picture

Date: Monday, September 18, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

Now On Demand

Topics to be discussed:

We are living longer and that presents challenges and opportunities.
Estate planning and caregiving require families to engage in crucial conversations across multiple generations.
Transamerica worked with MIT AgeLab, Broke Millennial author Erin Lowry, and other experts for insight, strategies, and tactics to facilitate these client conversations.

Speaker:

Brian Forbes Director of Thought Leadership & Sponsorship Transamerica

Brian joined Transamerica after a spending a decade as a journalist, researcher, and storyteller. Entering his 14th year at Transamerica, he manages a wide range of external relationships, creating distinct and differentiated content, insight, and tools for financial professionals, clients, employers, and employees.

Brian and team have collaborated with the likes of MIT AgeLab, Stanford Center on Longevity, Georgetown’s AgingWell Hub, American Heart Association, and Alzheimer’s Association to produce award-winning content and practice management on subjects such as dementia/cognitive decline, multigenerational workforce, elder fraud, client engagement, caregiving, and behavioral finance.

For financial professional use only. Not for use with the public.