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Countryside Road

High Net Worth Seniors: Unlocking Hidden Opportunities

Webinar: 10/20/22 at 2pm Eastern

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Presented by Roger Silk
Founder & CEO of Lifetime

Roger D. Silk, Ph.D., CFA is President and Co-Founder of Lifetime Perspectives, and has been the CEO of Sterling Foundation Management since its inception in 1998.

In this webinar we will cover

  • Keys that distinguish High Net Worth Seniors from the rest of the market

  • Three unique value-adding strategies for High Net Worth Seniors

  • Surprising characteristics of the High Net Worth Senior Market

  • How High Net Worth Seniors are motivated differently

  • A simple but rarely used tool to help you get clients to comply

  • How good planning can more than DOUBLE the value to your practice of your best High Net Worth Senior clients

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Participants will receive a free copy of a guide to advising clients with large retirement plans.

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© 2022 by Lifetime Perspectives

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