A Woman's Clarity
Long-Term Care Planning: Better Ways to Have the Talk and Engage Your Clients
In this episode of A Woman’s Clarity, listen as host Kirsten Schlumbohm, BPC, talks with Anthony “Tony” Engrassia, ChFC, LUTCF, CFF, President and CEO at Wealth Management Strategies; about his unique approach to asset-based long-term care planning, particularly as it relates to dementia and Alzheimer’s Disease. Tony has turned his personal experience with his father’s dementia and mother’s health troubles to inform his process when working with clients. His strategy? Have a human conversation that begins with emotions, then gets to the financial details.
Resources from this episode: The 36-Hour Day: A Family Guide to Caring for People Who Have Alzheimer Disease, Other Dementias, and Memory Loss