Protecting Wealth for an Aging America

Michael Sosnowski, CFP, ChFC, CLU, RICP, CSF, Director, Transamerica Advanced Markets

June 17, 2021

As a financial professional, the question isn’t “if” but “how many” of your clients will be impacted by Alzheimer’s and other forms of dementia. This presentation, based on the Transamerica-Massachusetts Institute of Technology AgeLab’s “A Financial Professional’s Field Guide to Financial Strategies for Those Living with Dementia,” provides the tools you need to help your clients and their families prepare for future challenges.

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