What important conversations need to be had when it comes to retirement, estate planning or any life transition?
What are the right questions to ask professionals to get the support you need?
Dive in, and find the intersections between later life and financial matters, and how we can equip our loved ones with the tools they need to make these important conversations easier.
Tune in right below!nn---------------------
Having a conversation about your loved ones about challenging life transitions can be an emotional experience. It is easy to put those talks aside until they become absolutely necessary, or even critical. This adds compounded stress during an already sensitive time, and can influence the decisions you make together.
Every stage, transition, and issue has 4 implications: practical, emotional, family (biological, and also family of choice), and financial (or legal). Advisors have better relationships with clients when they have awareness of the non-financial aspects of what is going on with their clients, know how to express empathy authentically, and are adept at seguing the conversation back to the financial issues.
Dr. Amy is the author of From Surviving to Thriving: Transforming Your Caregiving Journey and co-author of Building the Bonds of Friendship in Midlife and Beyond. For over 30 years Dr. Amy, as she is affectionately known, has been providing down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals and professionals alike.
ABOUT: Dr. Amy D'Aprix, Life Transition Expert, MSW, PhD, CPCA
Dr. Amy D’Aprix is an internationally renowned life transitions expert who is passionate about helping people have more choice, control and independence as they age. “Dr. Amy”, as she is affectionately known, uses her 30+ years of experience to provide down-to-earth, practical, and professionally informed guidance and advice on life issues such as retirement, aging, caregiving and family dynamics.
Her company, Life Transitions by Dr. Amy, not only supports individuals with the practical, emotional and family implications of their most profound challenges, but she offers a unique training program for Professional Advisors so they can better understand their clients and help them prepare and respond to the financial and legal aspects of life transitions.
She has authored the book From Surviving to Thriving: Transforming Your Caregiving Journey, and co-created a CD/Workbook: Building the Bonds of Friendship in Midlife and Beyond. She also created of the Life Memories Journal and Caring Cards to inspire more meaningful conversations between generations. Dr. Amy is a frequent guest on radio and TV shows and has appeared on: The Social, Breakfast Television and Canada AM, and CBC radio. She has also written numerous articles for print and online publications, including for Huffington Post and Family Circle magazine.
She has consulted extensively with CHARTWELL Retirement Residences, MD Financial Management Inc., BMO Financial Group and Scotiabank. A gifted, powerful and inspirational speaker, Dr. Amy has addressed thousands of their clients across the US and Canada, providing inspiration to people facing challenging or difficult live transitions.
She sits on the Board of Directors of the International Federation on Ageing, and is Past President and Past International Vice President. In 2016 she received a Professional Achievement Award from her Alma Mater, Case Western Reserve University. And in 2012 she was recognized as one of Canada’s top business women by Women’s Post Media.
Amy holds an MSW, PhD and the designation of Certified Professional Consultant on Aging (CPCA).