Public Speaking and Training Events

Training and awareness session
Financial advisors and their clients. 

Awareness session
Medical and geriatric professionals.

Client appreciation session

Donor appreciation session
Non-profit organizations and charities.

For Financial Advisors

  • Help your clients with the difficult conversations about death, critical illness or loss of independence
  • Integrate life transitions in your clients’ estate and financial plans
  • Assist your clients to build their advocacy team, with you as a key trusted advisor

    Your clients are living longer, with a significant likelihood of some reduction in their ability to operate independently.  Life transitions and longevity are upon them. Planning for the unplanned situations has become necessary.

    Marc introduces the Advocacy in Aging (AIA) planning framework for the aging years, providing your clients with the peace of mind that their affairs are well organized and ready for transition.  By gradually assembling and nurturing a team of trusted advocates, your clients will develop the open communications and relationships that will provide the help to really manage, and ultimately transition, all aspects of financial, physical and mental affairs.

    Most people are hesitant to talk about money, death, critical illness or loss of independence, especially with family.

    Strengthen client satisfaction and retention, expand family relationships, and attract new customers by guiding your clients through the aging plans and conversations.

    Topics Covered
    – Demystifying estate and healthcare planning using the 5-pillar approach
    – Creating financial plans that are easy to understand and transition
    – Compartmentalize the financial needs and assets over one’s lifetime
    – On-going engagement of family and trusted parties
    – Organizing, consolidating and downsizing assets, including principal and secondary residences
    – Seamless transitions of financial and personal care management

For Medical and Geriatric Professionals

Help crystallize patients wishes for healthcare during elderly years.  Develop compassion and advocacy.

Medical personnel are too often confronted with difficult situations and decisions, without the knowledge of patient wishes, values, medical history, and other relevant information.

Medical professionals who initiate patient discussions for the aging journey, will help patient and members of their “team” be prepared for the various healthcare phases and transitions. 

Topics Covered
– Demystifying the scope of healthcare and estate planning, using the 5 pillars
– Creating a healthcare directive that is easy to understand and implement
– Openly discussing end of life options and medical assistance in dying, ahead of time
– Broadening relationship with patient, caregivers and family
– Facilitating the involvement of attorney for care, caregivers and family

Gift peace of mind. Prepare your clients for the journey of aging.

The Advocacy in Aging concepts apply to everyone planning for their own or a parent’s aging. There’s no escaping the reality that we’re all living longer, and many of us will see our capabilities diminish.

Organize client events to prepare them for the aging journey, and in the process, increase customer satisfaction and trust.

Topics Covered
– Structure your financial plans to enable transition
– Activate legal foundation, including will, powers of attorneys, and health care directive
– Organize, simplify, downsize, and document your estate
– Gradually transition financial management
– Gradually transition personal care management
– Building your advocacy team

Non-profit Organizations and Charities

Facilitate seniors’ active participation and giving through the elderly years.

Advocacy in Aging provides people entering their senior years, the planning guidance to get their affairs in order.  Of particular interest, structuring a financial plan using the three-allotment approach highlights the financial resources and assets that will be not required during one’s lifetime, and thus available as inheritance or gifting. With the knowledge of the worth of the legacy estate comes the dilemma of what to do with it. Most people tend to keep it for unknown future opportunities, or for fear of not having enough.  However, there is the opportunity to gift earlier, and experience the pleasure of seeing the benefits and joy to the beneficiary.  And, there may also be some tax advantages.

Topics Covered
– Structure your financial plans to enable transition
– The three-allotment approach compartmentalizes the various needs over one’s lifetime 
– The estate dilemma: Do you hoard, use, share, or give?
– Organize, simplify, downsize, and document your estate
– Building your advocacy team

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