New White Paper Available at the IARFC Store Financial Gerontology

The International Association of Registered Financial Consultants (IARFC) releases its most current White Paper examining the area of Financial Gerontology. This informative paper lays out the importance of a trained professional who understands financial planning on a holistic level when constructing a financial plan for older clients.

Image of Erin Cahill By Erin Cahill.
Updated Mar 25, 2022

MIDDLETOWN, Ohio (PRWEB) March 25, 2022 - According to the author, Dr. James Flanagan, MRFC It important to note that aging is heterogeneous and not normative. In other words, there is no one way to age and the path of every individual is different. Additionally, aging is not synonymous with disease. Not everyone will experience significant cognitive decline or physical disability as they grow older. There are people that live until old age and death without experiencing either of these phenomena. We do know for certain that as people age, they will encounter significant life transitions that will require reaction and adaptation and many of those key pivotal events will require that need to consulting professionals of insight and direction. Financial preparedness shapes many of these events. The expertise of a Financial Gerontologist, a trained professional who understands financial planning from a life course perspective cannot be understated.

This paper probes the following factors to consider under the following topics:

What I find continually amazing is the depth of knowledge evidenced by our member financial consultants, commented IARFC Trustee Chair, H. Stephen Bailey, MRFC. This paper is a must read for those who work with senior clients and their families. Taking into account not just the financial aspects of a plan, but the emotional and social ramifications that goes with aging, is our commitment to providing the best advice possible.

This publication is free and can be accessed by going to the IARFC Store and downloading this White Paper along with prior papers.

If you have any questions or further inquiries, contact susan@iarfc.org, IARFC Public Relations for more information.

Download FREE eBook

Sign up and receive a FREE eBook.
"A step-by-step guide to help you transition from the employee culture to that of the entrepreneurial world."

Have a Question?

Call us now if you have a question
Call us anytime using the toll free number below.

WE ARE HERE
FOR YOU!

3.15.229.113