March 6, 2019
We have been nominated as one of three finalists in the Educational Materials category. Our educational materials are designed for both financial advisors and their clients, and cover topics such as protecting older adults from financial exploitation, identifying and managing cognitive decline, planning for longevity, controlling health care costs, and more.
The materials were developed in collaboration with experts in financial planning, geriatrics, and psychiatry including Tony Weiner, MD, Director of Outpatient Geriatric Psychiatry at the Massachusetts General Hospital, and New York Times bestselling author and psychiatrist Ned Hallowell, MD. The winner will be announced at the InvestmentNews Innovation Summit on April 17th, 2019. Hope to see some of you there.Here is a description of the event.