Genivity Financial Planning Blog
Articles on health, wealth, and much more!
Increasing Longevity with Dr. Amy Webinar Recap
Genivity was proud to host Dr. Amy’s webinar on “Increasing Longevity: Enhance Client Loyalty by addressing long-term health.” Dr. Amy D’Aprix is an internationally renowned expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics....
Expressing Empathy: Recognizing the Emotional Impact of Life Transitions
Life transitions happen many times throughout a person’s life, but however prevalent they may be, they are still life-changing (or at least path-altering). And even though life transitions are numerous, we often believe they are less impactful than they actually are...
![Longevity and its Effect on Your Client’s Financial Plan [On-Demand Webinar]](/wp-content/uploads/2021/03/Longevity.png)
Longevity and its Effect on Your Client’s Financial Plan [On-Demand Webinar]
Retirement is more than just being worried about running out of money; it is the desire to live mid-life longer with independence and dignity. In this webinar, Stephen Anton, Ph.D. and Fabrice Braunrot discuss the changing landscape of financial planning with regards...
Financial + Retirement Literacy for Women
People are living longer, working longer, and are more uncertain about their retirement than ever. It’s clear that financial and retirement literacy is important for people of all financial and lifestyle situations. Knowing how your finances will hold up over time and...
Become an Expert in Elder Care Planning
Conversations around elder care planning can be complicated; bringing up health and old age can be difficult for advisors. On the other hand, clients know it’s important, but don’t like to think about it. As painful as it is, elder care planning can not be ignored...
Health, Wealth, and Financial Planning in a Pandemic World
Now more than ever, consumers are thinking about their health and longevity and how their finances will be impacted by their health and lifestyle choices. While many things feel unknown right now, financial advisors can fill the existing gap with people who want help...