Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope with the financial and emotional aspects of caring for aging parents. He spoke with Investment Executive reporter Olivia Li, at the TMX Broadcast Centre in Toronto.
Your boomer clients may need help in caring for their aging parents. They’ll have questions — from estate planning to housing and special care. You may not be an expert in seniors’ issues, but you can provide valuable advice