As more and more families are faced with the issues of aging, financial advisors are in a unique position to help clients deal with this crisis. You can lock in your position as the family’s trusted advisor for generations to come. Don’t miss this opportunity.
CFP®, CLU, ChFC
Former CEO of KR Wealth Management
Bob wrote his first book in 2008 entitled, “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents”. He wrote his second book, “Passing The Torch, Critical Conversations With Your Adult Children’ in 2015. He has just completed an Ebook entitled “CFP® Safeguard, Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity” Bob graduated with a BA in Psychology from Princeton University and an MA in Education from the University of Connecticut. He served as a Naval Aviator from 1969-1974.