AARP Financial Guide to Working With Older Clients

May 15th, 2008  |  Published in Retirement

Consumerist offered this gem up the other day, a forty-page document released by the AARP called “A Financial Professional’s Guide to Working With Older Clients” (PDF).

The first 18 pages were written for financial professionals and you can probably skip them. As a potential client, on the service provider-client side of the relationship, you could read the first 18 pages if you want to know what you need to be asking someone advising you. If you don’t plan on working with an adviser, you can skip it entirely.

On page 19, it starts discussing the issues that concern retirees and older clients. Not all of these will apply to you but it’s good to know what your peers are concerned about because you might be concerned too and just not know it! It covers social issues, family issues, generational issues, physical impairments (hearing, vision, disability), mental impairments, as well as written & online communications.

It’s a very quick read and gives you something to think about.

  

Comments are closed.