A bonus article for this month about Retired Supreme Court Judge Sandra Day O’Connor’s Announcement of a Diagnosis of Dementia
Jimmy Buffet and Peyton Manning Are Talking About Retirement – What Are You Taking to Your Clients About?
Dear :

Are you interested in becoming a better resource for your clients?

As you create financial life plans for your clients are you aware of and planning for the following?

  • The average age of a disabled persons is 54.
  • The 55+ population will account for nearly 45% of all households by 2020.
  • Jimmy Buffet created Latitude Margaritaville in Florida, a retirement community, to attract aging baby boomers.
  • Peyton Manning’s humorous but realistic video about living in a "retirement community"
  • The most common concerns reported by residents living in a retirement community.
As in all professions—there’s not enough time in the day to be an expert on all of the related topics. For financial and wealth planners these topics include healthcare, aging, and caregiving.


One solution is collaboration.

If you made it this far, come the rest of the way with me.

My monthly newsletter offers timely information and hot topics in the areas of healthcare, aging, and caregiving for financial and wealth planners.

You may be too young to understand the worries of poor health and aging if you have no family experience in this area.

  • Your clients and their families will worry about who will provide care, what to do when an unexpected diagnosis like Alzheimer’s is made, how to manage family disagreements about how money should be spent for care.
  • Rather than being surprised or speechless, be prepared to receive emotional calls from your clients about health, aging, and caregiving needs.
Check out my newsletter article about including costs of care in your financial and wealth plan
Trends in Senior Living Communities
Financial and wealth planners: Are you discussing trends in senior living communities and housing that become relevant during retirement years with your clients? Are you aware of other related costs that you may not be considering?

The youngest baby boomers, born in 1946, are approaching the age where decisions will be made to sell homes and move to a senior living community or choose other in-home care options. Perhaps a move to Jimmy Buffet’s retirement community, Latitude Margaritaville, is in the future for you or some of your clients?   
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.  

CLICK HERE to subscribe to access articles, podcasts, videos and more in
The Caring Generation® Professional Library.

Become more educated and an expert resource for your clients. The time is now.
A bonus article for this month about retired Supreme Court Judge Sandra Day O’Connor’s announcement of a diagnosis of dementia
Alzheimer’s GPS Device: Safety Measure or Privacy Invasion?
Are Alzheimer's GPS devices considered a safety measure to protect from the risks of wandering or an invasion of privacy? Retired Supreme Court Justice Sandra Day O'Connor announced a diagnosis of dementia two days ago. I wonder, now that she is diagnosed with dementia, how might she rule on electronic surveillance and the use of GPS tracking devices to support safety for persons diagnosed dementia? U.S. v. Katzin was an early Supreme Court case about surveillance. Does personal experience cloud legal judgment?   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.

I look forward to collaborating with you to serve caregiving families and aging clients.

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.

You subscribed to received updates. If you no longer wish to be notified, unsubscribe here.

To update your contact information (email, etc.) click the link below
Click here to update your info

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

Email Marketing by ActiveCampaign