Financial Wellness: The Need for Family Fiduciaries for Elderly Clients (1 CFP® CE Credit)
Thursday, September 9 from 2:00 - 3:00 p.m. ET
Financial wellness is just as important for multiple-generation families as it is for individuals. As clients grow older, it is important for financial advisors to be aware of the guidance they should provide to prepare and protect their elder clients and their families.

Join us for a fireside chat with Dr. Robert Tiller, prominent financial planning speaker, academic, and practitioner with over 3 decades of experiencing working with clients, to learn more about how family fiduciaries are necessary to foster financial wellness across an entire family.

Dr. Robert Tiller, CFP®, RFC®
Author and Raymond James Financial Director of the Personal Financial Planning Program, University of South Florida 
Dr. Emily Koochel 
Senior Financial Planning Education Consultant, eMoneyAdvisor  
Required to receive CFP CE Credit
Can't make it to the live session?
Register anyway, and we'll send you the recording.