Bridging the Gap: Creating an Intergenerational Plan for Your Clients

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.


Key Takeaways

  • Five steps to create an intergenerational plan for the entire family, including baby boomers, their elderly parents and their adult children.
  • The basic steps to facilitate a family meeting that will support the family in meeting intergenerational goals.
  • Tools that a financial advisor must use to get the client’s life in order and protect them when emergencies arise.

Watch the Webinar

Video Thumbnail
Video Thumbnail

About the Speaker

Bob Mauterstock

Bob Mauterstock
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.

Connect with your next generation of clients

Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

Learn more  |  Get a demo

What is Everplans?

Video Thumbnail

Watch a testimonial

Video Thumbnail