1. Bridging The Gap Creating an Intergenerational Plan for Your Clients
Of Greater Indiana
Bridging The Gap
Creating an Intergenerational Plan for Your Clients
presented by
Bob Mauterstock, CFP®, CLU, ChFC

3. The Perfect Storm

4. We are living longer!

5. The Fastest Growing Age Group

6. But 46% over 85 will develop dementia

7. What would you do if one of your clients begins to demonstrate a diminished mental capacity?

8. Third-Party Sharing of Information Document
Client Name: _______________________________________________________________
Client Account Numbers: ­_____________________________________________________
The above client authorizes [insert firm name] to share information concerning the above shown accounts with the parties listed below. This shared information may include, but not be limited to, the following information: (Initial Each Item to Allow Sharing)
_____ Registration of accounts, type of accounts, and ownership information
_____ Custodian for the account or other information about where the account
assets are being held
_____ Account holdings and/or asset allocations
_____ Suitability information (income, net worth, etc.)
_____ [RIA Firm’s] investment strategies for accounts
_____ [insert other items if desired]
Name of individuals, entities, etc. to release the above information to:
__________________________________________________________________________
__________________________ ___________________________
Client Signature Date

9. Baby Boomer’s Biggest Concerns

10. How do we help our clients weather this perfect storm?

11. Step One: Help Them Get Their Financial House in Order

12. Four Valuable Tools

13. The Lifefolio System

14. The File of Life

17. Step Two: Recruit the Alpha Child

18. Step Three: Hold a Family Meeting

19. Step Four: Offer to be the Facilitator

20. Focus on Four Topics

21. Leaving a Legacy

23. Legal Issues

24. Healthcare

25. Finances

26. Step Five: Create Your Eldercare Planning Team

28. Thank You! Bob@giftofcommunication.com www.giftofcommunication.com
If you want to contact me:
My Website:
Free Family Meeting Guide: