When Planning Gets Personal – Starting the Conversation
Most families avoid conversations about aging until a health event forces difficult decisions. In this episode of When Planning Gets Personal, Tyler sits down with Paige Yontz, State Advocacy Manager for AARP Iowa and former long-term care administrator, to discuss why early planning can make all the difference. Together, they explore how financial professionals can help clients navigate one of retirement’s most challenging—and often overlooked—planning topics.
The skinny
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