Caregiving Conversations: What Advisors Should Know to Help Clients Prepare

Speaker Sherri Snelling  |  June 4, 2020

The Next Frontier Webcast Series

Summary and Full Webcast

As an advisor, engaging in conversations about caregiving and end-of-life decisions with clients can be intimidating. No one wants to talk about getting older, more frail or needing help. But these are exactly the conversations advisors need to have because caregiving can take an emotional, as well as financial, toll on families.

Block Quotes

A lot of us can be extremely intelligent and experienced in what we do. But can we really convey empathy? Can we honestly talk through kind of the emotional side of what’s going on and not just the number side of what we need to think about?

Sherri Snelling

About The Speaker

Sherri Snelling, a corporate gerontologist and author, is the founder and CEO of Caregiving Club, a strategic consulting and content creation firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. She has participated in caregiving advisory groups for the Alzheimer’s Association, the Centers for Medicare & Medicaid Services, the Centers for Disease Control and the White House Middle Class Task Force. She is a nationally sought speaker at events and conferences represented by the prestigious American Program Bureau.

Ways To Contact Sherri

In this webcast, you'll hear

The views expressed by guest speaker Sherri Snelling are her own and do not necessarily reflect the opinion of First Clearing or its affiliates.

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker- dealer and non-bank affiliate of Wells Fargo & Company. ©2020 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0520-02092