SN000026: Aging with Intention: Living Fully While Protecting Your Assets

As clients move from their energetic younger years into the more measured senior stages of life, their priorities, abilities, and risks shift in meaningful ways. Join NCACPA’s Financial Planning Network on Tuesday, May 26 from 12:00 – 1:00 pm via Zoom for this informative (non-CPE) event. This event explores the practical and emotional considerations that emerge as aging accelerates—especially around financial organization, cognitive capacity, lifestyle choices, and maintaining independence. We’ll discuss why consolidating investment accounts can reduce complexity and protect against errors, how to anticipate and plan for changes in decision making ability, and what advisors should watch for as clients become more vulnerable to missteps.

 

We’ll also look beyond finances to the lived experience of aging. Travel, for example, often becomes more challenging even for active retirees, making structured tours or guided experiences a safer and more enjoyable option. By understanding these transitions holistically, you can help those you support preserve autonomy, reduce stress, and continue living a rich, fulfilling life well into their later years.

To register: Please sign up online or contact Solutions Support at [email protected] or 800-469-1352 using event code SN000026.

Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.

Germaine is the founder and chair of the NCACPA Financial Planning Network. During the pandemic, Germaine recognized that there was a need to connect and share valuable financial planning information with her professional colleagues. Six years later, this group continues to thrive, presenting financial planning topics monthly to the NCACPA membership offered by fellow NCACPA professionals as well as national speakers.

Prior to her decades long work in the financial planning field, Germaine was a social worker for 10 years. Her experience as a social worker offers her a unique perspective in working with her financial planning clients, understanding that it is often not all about the money.

She is the founder and a partner of the fee-only financial planning firm, Inspired Financial Planners, LLC.