Financial Planning in the Shadow of Dementia – Transamerica – 11.1.17

Summary:

Now On Demand.

With the increasing prevalence of dementia, how prepared are you to better serve your clients?

In collaboration with Transamerica, we’ll review their pioneering work with MIT’s AgeLab to create a timely and comprehensive suite of resources to help address and manage dementia and it’s symptoms impacting your clients and their families.

Attend this webcast to learn more about:

• Recognizing the disease and understanding its impact on your clients and your business
• Learn best practices for engaging clients and their families dealing with this disease
• Becoming a center of influence for your clients and other professionals they rely on to achieve their goals
• Learn why it’s important to consolidate client AUM and how you can expand your client base by helping those families dealing with a this disease.

Speakers:

Doug Ewing joined the Transamerica Advanced Markets Group in 2012, bringing with him more than 20 years of legal and financial services industry experience. As director, Doug works to provide timely and relevant guidance on the legal, tax, and regulatory issues that impact financial advisors and their clients. He has been a featured speaker at hundreds of industry events, covering topics such as IRA and Roth IRA planning strategies, estate and trust planning, elder law issues, qualified retirement plans, Social Security and Medicare, and advanced annuity applications, as well as income, investment, and estate taxation. In addition, Doug has also helped advisors better understand the Department of Labor’s fiduciary rule.

Prior to becoming an Advanced Markets professional in 2007, he spent four years working as a financial advisor, obtaining his Certified Financial Planner™ (CFP®) and recently added the Retirement Income Certified Professional (RICP®) designation. He began his legal career in 1990 as a litigation attorney, representing individuals, businesses, and insurers.

Doug lives with his wife and son in the Denver area, where he enjoys skiing, golf, and watching his son play soccer.