Bob Mauterstock's guest appearances

Bob Mauterstock

Something More with Chris Boyd

Wicked Pissah Podcast

Bill Harris

Michael Townsend

F. Keats

Kristin Beane

Marcia Mantell

David Kelly

Glenn Frank

Kurt Czarnowski

Adam Minsky

Charles Schwab

Christine Benz

Annalee Kruger

Keats Boyd

Dick Powers

Kristen Boyd

OwlTail

With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new field of longevity planners.  The Elder Planning Specialist program is the topic of this 50th episode.  For those considering an area of specialty in working with older retirees, get ideas of the issues to consider as you develop your expertise.   Elder Planning Specialist curriculum topics include: Understanding the Aging Process, The Caregiver’s Role, Understanding the Old-Old, Legal Issues of Aging, Long Term Care and Long Term Care Insurance, Social Security and Medicare Planning, Diminished Capacity, Elder Abuse, End of Life Plans, Structuring and Conducting the Family Meeting, Developing a Marketing Plan, &amp; Building an Elder Planning Team.   https://plan4lifenow.com/ Twitter:   @rmauterstock, @AnnaleeKruge, @Plan4life_now, @CareRightInc Facebook: @robert.mauterstock, @annalee.kruger.3, @mauterstock, @carerightincorp LinkedIn: @rmauterstock, @annaleekruger, @plan4life-llc, @care-right-inc

With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new field of longevity planners.  The Elder Planning Specialist program is the topic of this 50th episode.  For those considering an area of specialty in working with older retirees, get ideas of the issues to consider as you develop your expertise.   Elder Planning Specialist curriculum topics include: Understanding the Aging Process, The Caregiver’s Role, Understanding the Old-Old, Legal Issues of Aging, Long Term Care and Long Term Care Insurance, Social Security and Medicare Planning, Diminished Capacity, Elder Abuse, End of Life Plans, Structuring and Conducting the Family Meeting, Developing a Marketing Plan, &amp; Building an Elder Planning Team.   <a href="https://plan4lifenow.com/" rel="nofollow" target="_blank">https://plan4lifenow.com/</a> Twitter:   @rmauterstock, @AnnaleeKruge, @Plan4life_now, @CareRightInc Facebook: @robert.mauterstock, @annalee.kruger.3, @mauterstock, @carerightincorp LinkedIn: @rmauterstock, @annaleekruger, @plan4life-llc, @care-right-inc

Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger

Amy D'Aprix

Susan Turnbull

Have you had the most important conversation with the most important people in your life? Chris welcomes Dr. Amy D’Aprix, Susan Turnbull, and Bob Mauterstock, eldercare experts who talk about the importance of legacy planning and discussing your intentions with family. 

Have you had the most important conversation with the most important people in your life? Chris welcomes Dr. Amy D’Aprix, Susan Turnbull, and Bob Mauterstock, eldercare experts who talk about the importance of legacy planning and discussing your intentions with family.

Dr. Amy D'Aprix, Susan Turnbull, Bob Mauterstock - Legacy Planning & Family Conversations