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 There's More to Riches Than Money!

A WORKSHOP FOR FINANCIAL ADVISORS

 

Presenters: 

Jill O’Donnell, RN, BA.

Co-author The Canadian Retirement Guide and The Retirement Guide (US)

Jill is a consultant in eldercare with 30 years of experience. She is the founder of Complete Geriatric Care and is well known as a pioneer in the field of gerontology specializing in geriatric care management. She has worked extensively in community and institutional settings and has knowledge of both private and public sector resources. She has been a presenter at regional and international conferences and has been featured in national newspapers, magazines, local radio and national TV.

Ronnie Rusk, BA

(Certificate Gerontology)

Ronnie brings extensive experience working with older adults, their families, caregivers and service providers in New York City, Ottawa and Toronto. She has focused her work on training staff, caregivers and volunteers developing programs for frail and cognitively impaired elders and facilitating support projects for older adults living in the community. Ronnie was awarded a Commemorative Medal on the 125th Anniversary of Canadian Confederation for significant contribution to Canada for her advocacy work on behalf of seniors. Ronnie has worked in private, public and not for profit organizations both in the community and in institutional settings.

 

Boomers and the more mature market have similar aspirations, attitudes and needs to consider in planning for the future but have different ways of looking at it.

This workshop will give advisors insights into aging issues to make it easier to gain and retain clients in this growing segment of the population.

MAKE EVERY CONTACT COUNT

· Adapt your environment and style to the client

· Know what to look for and how to respond

· Communicate your capabilities

· Demonstrate understanding

· Offer Practical Information

Integrate knowledge about health, finance social issues with strategies and solutions on managing them to provide the best financial planning for your clients.



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Complete Geriatric Care
where people dealing with aging turn for advice
Suite 66, 1262 Don Mills Road, Toronto, Canada M3B 2W7
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