Financial gerontology

Spring 2022 Issue of Financial Publication, "the Register", Available Now

Retrieved on: 
Monday, May 2, 2022

MIDDLETOWN, Ohio, May 2, 2022 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC®) has released the Spring Issue of the Register, a national industry publication, is available online at http://www.iarfc.org and in print through subscription on the IARFC store. This Register explores the theme of "Practice Management 101" with ideas that professionals can use within their financial consulting practice.

Key Points: 
  • MIDDLETOWN, Ohio, May 2, 2022 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC) has released the Spring Issue of the Register, a national industry publication, is available online at http://www.iarfc.org and in print through subscription on the IARFC store.
  • This Register explores the theme of "Practice Management 101" with ideas that professionals can use within their financial consulting practice.
  • This White Paper, available free at the IARFC Store, expands on the considerations of the financial consultant when working with older clients.
  • These insights give the financial professional a holistic view of the financial planning process in regards to a senior lifestyle, not just financial issues.

New White Paper Available at the IARFC® Store - Financial Gerontology

Retrieved on: 
Friday, March 25, 2022

MIDDLETOWN, Ohio, March 25, 2022 /PRNewswire-PRWeb/ -- According to the author, Dr. James Flanagan, MRFC®… It important to note that aging is heterogeneous and not normative. In other words, there is no one way to age and the path of every individual is different. Additionally, aging is not synonymous with disease. Not everyone will experience significant cognitive decline or physical disability as they grow older. There are people that live until old age and death without experiencing either of these phenomena. We do know for certain that as people age, they will encounter significant life transitions that will require reaction and adaptation and many of those key pivotal events will require that need to consulting professionals of insight and direction. Financial preparedness shapes many of these events. The expertise of a Financial Gerontologist, a trained professional who understands financial planning from a life course perspective cannot be understated.

Key Points: 
  • The International Association of Registered Financial Consultants (IARFC) releases its most current White Paper examining the area of Financial Gerontology.
  • This informative paper lays out the importance of a trained professional who understands financial planning on a holistic level when constructing a financial plan for older clients.
  • This paper probes the following factors to consider under the following topics:
    What Makes a Financial Gerontologist Different from a Financial Consultant?
  • This publication is free and can be accessed by going to the IARFC Store and downloading this White Paper along with prior papers.

New York Life Announces Expansion of Its Industry Leading Development Program for Financial Professionals

Retrieved on: 
Monday, August 2, 2021

New York Life has a long history of equipping financial professionals with the knowledge and tools to meet the needs of clients and develop long-term relationships.

Key Points: 
  • New York Life has a long history of equipping financial professionals with the knowledge and tools to meet the needs of clients and develop long-term relationships.
  • Since 1927, The American College of Financial Services has educated some of the industrys leading financial professionals in keeping with the highest ethical standards.
  • Headquartered in New York City, New York Lifes family of companies offers life insurance, retirement income, investments and long-term care insurance.
  • Life Insurance Company of North America is not authorized in New York and does not conduct insurance business in New York.

In Conjunction with Black History Month, Aging Life Care Association Addresses Diversity Issues in Caregiving

Retrieved on: 
Thursday, February 18, 2021

Chambers is in her fifth year of providing Aging Life Care management services and is the Founder of RR Care Management, LLC in Orlando, Florida.

Key Points: 
  • Chambers is in her fifth year of providing Aging Life Care management services and is the Founder of RR Care Management, LLC in Orlando, Florida.
  • She is a Professional Aging Life Care Manager and a Licensed Clinical Social Worker with much of her experience as a Medical Social Worker.
  • About the Aging Life Care Association - Aging Life Care Association was formed in 1985 to advance dignified, coordinated care for older adults in the United States.
  • For more information or to access a nationwide directory of Aging Life Care Professionals, please visit http://www.aginglifecare.org .

Focus Female: Study Shows Big Financial Planning Opportunities for Knowledgeable Women's Market

Retrieved on: 
Monday, January 11, 2021

This combination of decision-making power and openness to advice indicates that women are a critical audience for financial advisors.

Key Points: 
  • This combination of decision-making power and openness to advice indicates that women are a critical audience for financial advisors.
  • The study shows this is a clear opportunity for financial professionals to expand their business by providing guidance to women to build financial strategies and close the planning gap.
  • Women reported retirement income planning, guaranteed lifetime income, and health and long-term care among the greatest areas of concern.
  • The American College of Financial Services was founded in 1927 and is the nations largest nonprofit educational institution devoted to financial services.

Survey Results Highlight Connection Between Money and Mental Health

Retrieved on: 
Thursday, October 15, 2020

The results of this survey provide data for financial coaches, financial service professionals, educators, and mental health professionals to consider when evaluating the clients they serve.

Key Points: 
  • The results of this survey provide data for financial coaches, financial service professionals, educators, and mental health professionals to consider when evaluating the clients they serve.
  • There is a connection between mental health and financial wellbeing.
  • Financial literacy data shows peoples finances can impact central areas of their happiness and well-being: relationships, health, lifespan, lifestyle, and career.
  • The NFEC conducts studies to document personal finance health, behavior, and attitudes across the United States and around the world.

Windward Life Care's Aging Life Care Managers® Help Families Celebrate The Holidays Safely

Retrieved on: 
Friday, October 9, 2020

Aging Life Care Managers lead teams of professional home care aides, drawing on a wealth of experience to create an integrated plan of care.

Key Points: 
  • Aging Life Care Managers lead teams of professional home care aides, drawing on a wealth of experience to create an integrated plan of care.
  • Aging Life Care Managers, also called Aging Life Care Professionalsor geriatric care managers, are experts with health and human services training who advocate for older and disabled adults, and help families navigate the challenges of aging.
  • Aging Life Care Managers are already helping clients and families make plans for this holiday season.
  • Windward Life Care is San Diego County's premier aging services firm, providing Aging Life Care Management, expert in-home care, and skilled nursing services.

Financial Advisor Gary Pevey Achieves RICP® Designation

Retrieved on: 
Monday, September 28, 2020

It took many months of studyto achieve this but what is most important to me, now that I've earned this designation, is how much more service I can provide," Mr. Pevey stated.

Key Points: 
  • It took many months of studyto achieve this but what is most important to me, now that I've earned this designation, is how much more service I can provide," Mr. Pevey stated.
  • The RICPcan:
    To help in the understanding of the RICP designation, a typical financial advisor is trained to help clients accumulate wealth.
  • With over 41 years in the financial services business, Gary Pevey has helped hundreds of business owners and families with their financial planning needs.
  • Beyond his new RICP designation, Gary holds additional professional designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Digital Financial Tools Can Help Any-Income Households Invest

Retrieved on: 
Monday, August 3, 2020

Digital financial tools can give households of all economic backgrounds access to investment knowledge and when this occurs, it's more than just the individuals and families who benefit from these tools.

Key Points: 
  • Digital financial tools can give households of all economic backgrounds access to investment knowledge and when this occurs, it's more than just the individuals and families who benefit from these tools.
  • Financial inclusion, as a result of digital financial services, can lead to an overall economic boost within the local and global economy.
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    Whether they use digital financial tools on their own or have the help of a wealth management advisor, technology can help potential investors see the challenges their investments will face.
  • Additionally, it will help them determine the potential outcomes based upon how much they have set aside for investment savings.

For a 3rd Consecutive Year, CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2020 List of Top Wealth Advisors

Retrieved on: 
Tuesday, February 18, 2020

The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.

Key Points: 
  • The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.
  • To learn more about CrossleyShear Wealth Management and the firm's financial planning and wealth management solutions, visit CrossleyShear.com .For more information about CSsports, visit CSsports.net .
  • About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies.
  • About CSsports| CSsports is a division of CrossleyShear Wealth Management exclusively dedicated to serving the unique needs of sports professionals.