Build Your Team for Life Transitions
"I highly recommend this book to the advisors in my organization, to clients, and to friends. Planning ahead and good communication are critical as you journey through the transitions of life."
Brent Vandermeer
Crosspoint Financial
"Reading the book started a conversation with my parents regarding my role as their POA delegate. Somewhat unexpectedly, my parents were relieved, and ready to implement some of the learnings from
the book."
Paul G.
Power of Attorney Holder
"The personal stories are compelling and credible. Very revealing. If this does not reflect real life, nothing will! The author presents information that can be used in our own lives."
John P.
Retiree in Planning Mode
We are living longer
Many of us will see a reduction in our ability to operate independently, caused by natural aging, life events, or illness. By planning for the unplanned, and, building a team of advocates, it is possible to ensure continuity and consistency in the management of financial, physical and mental affairs.
The concepts described in Advocacy in Aging apply to everyone planning for their own or a parent’s aging.
- How do you ensure your advocates respect your wishes, values, and wisdom?
- How do you plan for what’s coming?
- How do you make transitions easy?