How the conversation advantage program builds conversation intelligence
THE FAMILY CONVERSATION
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Copyright © Whealthcare Planning 2021 Money can be a challenging topic to discuss with family members, especially when it becomes interwoven with concerns about health, aging, or memory loss. The 18-page Family Conversation Handbook helps families initiate and sustain successful conversations on the financial and health-related topics that matter most. The handbook is informed by experts in clinical psychiatry and geriatrics, including Anthony Weiner, MD, Director of Outpatient Geriatric Psychiatry at the Massachusetts General Hospital, and New York Times bestselling author Edward “Ned” Hallowell, MD. It includes clinically-based and advisor- proven recommendations for initiating and facilitating sensitive and sometimes difficult discussions, and provides actual conversation starting questions. The handbook includes checklists to help families plan and prepare for caretaking, financial decision-making transitions, living transitions, cognitive decline, and more. The handbook is brandable with your company logo and contact information and can be distributed to clients, employees, and plan participants. For more information contact [email protected] or visit www.whealthcareplan.com. THE FAMILY CONVERSATION Guidelines for successful family discussions about finances, health, and memory loss Great for the Holidays
Transcript of THE FAMILY CONVERSATION
Copyright © Whealthcare Planning 2021
Money can be a challenging topic to discuss with family members, especially when it becomes interwoven with concerns about health, aging, or memory loss.
The 18-page Family Conversation Handbook helps families initiate and sustain successful conversations on the financial and health-related topics that matter most.
The handbook is informed by experts in clinical psychiatry and geriatrics, including Anthony Weiner, MD, Director of Outpatient Geriatric Psychiatry at the Massachusetts General Hospital, and New York Times bestselling author Edward “Ned” Hallowell, MD.
It includes clinically-based and advisor-proven recommendations for initiating and facilitating sensitive and sometimes difficult discussions, and provides actual conversation starting questions.
The handbook includes checklists to help families plan and prepare for caretaking, financial decision-making transitions, living transitions, cognitive decline, and more.
The handbook is brandable with your company logo and contact information and can be distributed to clients, employees, and plan participants.
For more information contact [email protected] or visit www.whealthcareplan.com.
THE FAMILY CONVERSATION Guidelines for successful family discussions about finances, health, and memory loss
Great for the Holidays
