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Financial Advisors and Planning for Aging Clients 


The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them.

Attendees will learn:

  • Aging issues facing your clients

  • Questions to ask clients

  • The value of using a collaborative/team approach with other professionals


Webinar Sponsored by

Fairway Reverse-The Bain Team




Continuing Education & Additional information are provided below.

Tuesday, March 5, 2024

12:00 pm - 1:00 pm eastern


Registration Fee*


Live Event:

FREE for Members

$59 for Non-Members


CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification (PACE) Credit: $5


*Registration Fee includes live webinar, presentation material, and access to the archived program

Program Overview

March 5th | 12 - 1 pm eastern


Annalee Kruger

Care Right Inc.


Care Right Inc.

Annalee Kruger

Literally, everything Annalee does is with the mission of improving quality of life and helping families and their aging relatives age as successfully as possible. Annalee started Care Right Inc, in 2011. Care Right is a virtual, nation-wide consultancy serving families across the US in developing customized Aging Plans. Adult children find themselves thrust into the role of family caregiving and in time, realize their aging loved one’s needs and safety are beyond what the family can provide. Annalee/Care Right facilitates family meetings, educates families about aging, dementia progression, preventing caregiver burnout, care options, how to pay for care, choosing care communities, how to navigate the complex healthcare system, how to be a bold advocate, and helps improve family relationships and communication.

Prior, she worked as a social worker, marketing director, and executive director in long term care communities for 18 years and saw a need for families to start discussing the “what when’s” of aging sooner rather than later. Her goal is to reach families proactively---when they first start seeing the writing on the wall that things may not be going well with their aging parents (falls, ER visits, weight loss, dementia progression, spousal caregiver burnout) but unfortunately, 92% of families come to Care Right in crisis mode. Annalee launched the Care Right Family Caregiver Solutions Facebook group, providing solutions, tips, support, education, and sense of community to family caregivers across the world.

Annalee is also working with two international Accreditation firms to create an academy, (ASCA—Aging Strategist Coaching Academy) allowing her robust Aging Strategist training program to be accredited and certify the coaches who go through the academy. She trains financial advisors across the US in becoming an Elder Planning Specialist, teaching advisors to better identify AND address the needs of their aging clients or those clients who are adult children/family caregivers and burning out. Annalee also started the Care Crusade, a national campaign to improve the quality of care for our seniors and vulnerable adults. Annalee is a national speaker and podcast guest on aging planning, aging issues, dementia care, improving family communication throughout the aging process, and many other topics. Annalee’s book, The Invisible Patient: the emotional, financial, and physical toll on family caregivers is available on Amazon.


Educational Level

Basic - Intermediate


CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification credit (formerly PACE) has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of financial planning
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate-Advanced

Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.



Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for accessing the PowerPoint/presentation material.


Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the recording link.