AARP and IRI Join Forces

To Educate Financial Advisors/Professionals on Boomer Issues

The Insured Retirement Institute (IRI) and AARP are joining forces to offer two complimentary webinars on how to communicate during the financial planning process with 50+ consumer-investors who might be experiencing social, generational, family or health challenges.

Communicating with Older Clients: Parts 1 and 2 will feature the following speakers:

• Jean Setzfand, AARP Director of Financial Security
• Cathy Weatherford, IRI President and Chief Executive Officer
• Michael Herndon, AARP Manager, Financial Security Institutional Outreach, Moderator.

Communicating with Older Clients: Part 1 will be held on September 16^th at 1pm EDT and will focus on how to communicate effectively with older people who may face social, generational and family challenges. Our speakers will discuss solutions for assisting your clients to help identify personal circumstances that may have implications on financial planning.

Communicating with Older Clients: Part 2 will be held on November 17^th at 1pm EDT and will focus on how to communicate effectively with older people who may be facing physical and medical challenges. Our speakers will discuss solutions that you an offer your clients during this stage of their life.

Who Should Participate?
A financial advisor or professional focusing on distribution, marketing, sales, investments, product and business development, or public relations in the financial services industry.

Career Level:
Beginner to executive

Register NOW at NO CHARGE
Watch and listen from the convenience of your computer. This is your chance to take advantage of some of the best educational presentations in the industry without having the headaches of traveling or the worry of the cost.

 Questions? Please contact IRI at 202.469.3000 or iri@irionline.org or visit www.myIRIonline.org.