J.K. Lasser Pro Advising Mature Clients (PDF)

FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY"Cutler has hit a financial literacy home run. He has done anoutstanding job of educating the professional working with themature market about the psychology and complexity of the WealthSpan and about the financial issues and products that figureprominently in executing a successful strategy for older clientsand families. This book is about as comprehensive as you can getfor understanding the nuances of financial planning for matureconsumers. It is filled with information, insight, resources, and(thankfully!) humor!"-John N. Migliaccio, PhD, President, Maturity Mark ServicesCo."Learning across disciplines will be the way of the future. Dr.Cutler is in the unique position to authoritatively discussadvising mature clients from both the gerontological and financialplanning perspectives. This latest in the Lasser Pro Series is sureto be a must for anyone who wants to do holistic financial planningfor older clients."-Kenn Beam Tacchino, JD, LLM, Professor of Taxation and FinancialPlanning, Widener University; Editor, Journal of Financial ServiceProfessionals"Dr. Cutler has written a cutting-edge guide for the myriadprofessionals who advise mature clients and adult children of olderparents. His book is timely, much needed, and will undoubtedlybecome the definitive reference for practitioners and students ofaging and the economics of aging."-Lois A. Vitt, PhD, Director, Institute for Socio-FinancialStudies; Editor-in-Chief, Encyclopedia of FinancialGerontology"Dr. Cutler has provided a valuable resource to those of us in thefinancial industry. He has provided clear, concise commentary onthe issues facing our aging population with actionable suggestionsfor the financial advisor. I highly recommend it to my fellowprofessionals."-Kelly B. Auslander, CFP, President, American Financial Advisors,Inc.Please visit our Web site at www.jklasser.com