The 4:00 AM Call: Planning for an Aging Family Member
Break through the noise of a market saturated with Social Security seminars and "Income for Life" pitches with our latest offering, "The 4:00 AM Call: Planning for an Aging Family Member." Many clients over 50 have grown numb to standard retirement scripts, yet they remain deeply concerned about the one thing they haven't planned for: the sudden health crisis or fall that changes everything. This seminar moves beyond the typical spreadsheets to address the emotional and logistical reality of caregiving. By focusing on the "crisis point"—that late-night phone call—you provide a unique value proposition that resonates with the immediate fears and responsibilities of the "Sandwich Generation" and their aging parents.
This comprehensive 90-minute event is designed to open a vital family dialogue, covering the essential intersection of estate planning, tax strategies, and long-term care funding. The "Seminar in a Box" provides a beautifully crafted slide deck and detailed speaker notes, along with high-impact promotional content to ensure a full room. It serves as a powerful catalyst for multi-generational planning: invite elderly clients to bring their adult children to ensure a unified front, or encourage middle-aged clients to attend with their siblings and parents to pre-empt future friction. By facilitating these difficult conversations now, you transition from being a simple investment manager to a trusted family counselor, securing your role across generations while addressing the tax and legal complexities of aging.
Marketing Your Event
It is recommended to reduce your marketing cost by leveraging your existing book of business. Create a referral friendly environment by inviting you client, their immediate family members, their work colleagues or adult children to learn more about the planning to help aging family members.
We have prepared a proven marketing piece to help you connect with your clients.
All marketing material should be customized for your practice and approved by your compliance department before use.
Professional Unbranded Slide Deck
Demonstrate professionalism with an easy-to-read slide deck. Add your logo and your disclosures to present your firm's branding to your audience!
An Excerpt from the Sample Video
At APEG we don't believe it is enough to just view a slide deck so we prepared a sample video of Jeff Hoenle presenting the content to give you a starting point for your own presentation which can incorporate your communication style.
Presenting Your Event with Confidence
A challenge with using prepared content is facing a question from the audience you may not have been prepared for. APEG has not only produced slides to aid in the presentation, but has incorporated extensive notes to enhance your knowledge on the subject matter. Use the notes to be prepared for questions or use them to augment your content.
