Special circumstances require specialized service and advice. Chances are as a financial advisor you have had or will have clients affected by Alzheimer’s, widowhood, or a special needs family member. This week we are focused on these important topics. Our first piece provides advice on how to help clients with Alzheimer’s or clients who have a family member with the disease. Our next piece examines what not to say to widows or widowers. Our final piece of the week shares resources for families raising children with special needs.
This insightful piece provides communication tips for communicating with someone who is suffering from Alzheimer’s.
Finding the right words to use with clients who are grieving is difficult. This piece shares 12 things you shouldn’t say when working with widows or widowers.
Parents who have children with special needs face unique challenges and complex financial planning needs. This piece is an excellent guide to help your clients who may be navigating these circumstances.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
