Developing a Strategy for Life Planning that Includes Aging and Costs of Care & Being Informed about Hospitals Refusing to Admit Your Clients
Dear :

Being a financial or wealth advisor is a stressful job. Raise your hand if you experience any of the following?
  • You are responsible for hundreds of clients and their life savings. When the market changes you receive emotional calls asking for advice.
  • There are days when you feel more like a therapist for your clients. You’ve known some of your clients for years and they share the personal challenges of being diagnosed with cancer or serious health issues.
  • Keeping up with compliance and regulatory issues keeps you up at night.
  • Then there is the other hat of growing your practice to support your employees. Will there ever be a work life balance?
Financial and wealth planners have a duty to serve as an expert, a counselor, a leader, and at times an educator. You seek to become the best resource for your clients because expertise is valued. As in professions that require specialized knowledge—there’s no time to be an expert at all of the complementary areas that affect financial planning.


Then you’ll LOVE this opportunity to short cut the learning process and be able to support clients who are aging and experiencing significant health issues. This includes all of the complications of navigating the healthcare system. You’ll also receive information about hot healthcare topics that are affecting your clients.

I’ve been a family caregiver and a professional caregiving advocate for over twenty years. It has been my pleasure to work with financial and wealth planners for the benefit of my clients. Collaboration results in better care for all.

Check out my newsletter article about including costs of care in your financial and wealth plan
Financial and Wealth Planning: Building Your Expertise by Developing a Strategy for Life Planning That Includes Aging and Costs of Care
If you are a financial or wealth planner do you have the expertise to develop plans for aging, caregiving, and healthcare costs? Financial and wealth planners support clients to grow assets and manage wealth for the purpose of life planning. How will your clients manage when they are older if you did not focus effectively on this critical part of planning?


Interested in collaborating with colleagues in complementary areas? Healthcare, estate planning, and elderlaw?

CLICK HERE to join my private Facebook Professional caregiver support group.
We hit, heat-on, difficult client issues that are faced in our industries.  

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Become more educated and an expert resource for your clients. The time is now.
A bonus article for this month. Are you aware that hospitals may not admit your clients for care?
Older Adults Placed at Healthcare Risks by Hospitals Seeking to Avoid Financial Readmissions Penalties
On October 2, 2012 the Centers for Medicare and Medicaid Services, through the Affordable Care Act Section 3025, began implementing policies to reduce hospital re-admissions by older adult Medicare beneficiaries. (1)  What this means for older adults is that hospitals are financially penalized if there is a return to any hospital within 30 days of discharge for specific conditions. Surprise exists that hospitals have found a way around the readmission penalties placing the healthcare of older adults at risk.  CLICK HERE TO READ MORE.
Questions? Reply to this email and let me know how I might be of service. Do a good deed and help a professional colleague. Forward this email to someone you feel who might find this information helpful.

In gratitude and service,

Pamela D. Wilson MS, BS/BA, CG, CSA

Caregiving Expert, Advocate, and Speaker

P.S.  And if you have clients who are caregivers or care receivers, send them to my website for free information.
Pamela D. Wilson, MS, BS/BA, CG, CSA, a National Certified Guardian and Certified Senior Advisor, is a caregiving and elder care expert, advocate, and speaker. Pamela offers family caregivers programming and support to navigate the challenges of providing, navigating, and planning for care. She guides professionals practicing in estate planning, elder and probate law, and financial planning to create plans to address unexpected concerns identified in her past role as a professional fiduciary. Healthcare professionals are supported by Pamela’s expertise to increase responsiveness and sensitivity to the extensive range of care challenges faced by care recipients and caregivers.

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Pamela D. Wilson, P.O. Box 18349, Golden, CO 80402 888-393-7757, United States

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