Latest / The Bucket Plan® On-Demand Series
Long-Term Care Client Conversations: Real Stories and Strategies
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of long-term care and how to help your clients prepare for it with confidence, clarity, and compassion. Host Kirsten Schlumbohm sits down with Gina Ference, Managing Director of Partnership Development, and Drew Serzan, Head of Private Client and Executive Life Insurance Planning and Founding Partner at OneTeam Financial. Listen as Gina shares her two-year journey managing her mother's transition from…
The skinny
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