Protecting Wealth for an Aging America: Understanding The Impacts of Dementia – Transamerica – 9.12.25

Summary:

As a financial professional, the pressing question isn’t whether, but how many of your cherished clients will be touched by the inescapable impact of Alzheimer’s and related dementias. Grounded in the wealth of knowledge garnered from Transamerica’s partnership with the MIT AgeLab, our presentation, “Protecting Wealth for an Aging America: Understanding The Impacts of Dementia” equips you with the vital tools to help guide your clients through this uncertain terrain. After all, it’s your guidance that will empower clients and their families to fortify themselves against the financial trials that lie ahead. Together, let’s help them navigate the path to a more secure future.

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

Mike brings more than 20 years of financial services experience to his role.

With a passion for helping financial professionals build their business, Mike joined Transamerica as an internal wholesaler in 2008 before moving to Advanced Markets in 2012.

His experience allows him to travel the country presenting advanced financial planning strategies involving Social Security, Medicare, estates/trusts, qualified plans, and IRAs. A certified Continuing Education (CE) instructor, Mike also contributes to the ongoing development of Transamerica’s internal financial planning classroom curriculum.

Mike is a Certified Financial Planner^™ (CFP^®), Chartered Life Underwriter^® (CLU^®), Chartered Financial Consultant^® (ChFC^®), Retirement Income Certified Professional^® (RICP^®), Certified Fund Specialist (CFS^®) and graduate of Colorado State University. He holds FINRA Series 6, 7, and 63 registrations, as well as a Florida life insurance license.