Home » Speaker by Topic » Financial Planning    KAREN HENDERSON AUTHOR OF: •Critical Illness & Long Term Care Planner • It’s never too early to start the care conversation…A Guide For Adult Children & Their Parents • Long Term Care (LTC) Readiness Questionnaire/User Guide As the result of a challenging 14 - year dementia care experience, Karen Henderson founded the Long Term Care Planning Network in 2008, now Canada’s leading on and off-line resource centre for aging and long term care. Her extensive seminar series, web sites, newsletters, video series and print materials are internationally recognized as key aging, elder and long term care educational and resource tools. Karen is now a well-known speaker, educator, writer, media commentator, publisher and consultant in the field of long term care, who has been published in leading geriatric journals in Canada. She has spoken across Canada and in the U.S. to a wide variety of organizations from hospitals to law firms. Karen has been featured frequently on television and radio and has written many articles about her personal long term care experience. Karen is a member of the Toronto-based Dementia LINC; she sat on the advisory committees for Ontario’s Strategy for Alzheimer Disease and Related Dementias and the Round Table for Ontario’s Elder Abuse Strategy. In December 2000, she became a founding member of the Canadian Quality End-of-Life Care Coalition to improve end-of-life care for all Canadians. In 2006 Karen became a Stephen Minister, then a Stephen Leader in her church, roles that have trained her to work with individuals struggling with aging, grief, loneliness, hospitalization or a terminal illness. As a result of her experience, Health Canada asked Karen to contribute to Writings in Gerontology: Mental Health and Aging, which was distributed to over 3000 physicians, academics, students, caregivers, seniors and others interested in issues related to aging and seniors. She was also asked by the Alzheimer Society of Canada to provide feedback on their updated Tough Issues sheets, with particular emphasis on Quality of Life For Caregivers/Families of People With Alzheimer Disease. The Government of Ontario - Seniors’ Secretariat asked Karen to write a new section on caregiving for the second release of their Guide to Programs and Services For Seniors in Ontario. In addition to working with family caregivers and health care professionals, in 2003 Karen began working with professional advisors and consultants – financial, legal, accounting and healthcare – to help both the advisors and their clients understand the implications of long term care on financial, personal and family well-being. As a result of this work, Karen developed Long Term Care Planning Central, Canada’s first Internet portal to support professional advisors so they may be better prepared to help their aging clients cope with the challenges of long term care. TOPICS: Facing the Truth About Loss of Independence: How Advisors Can Help Its Never Too Early or Too Late: Talking to Your Clients About Long Term Care Everybodys Doing ItAging That Is. Healthcare/Financial Challenges and Solutions Health-care, Wealth-care: What You Need to Know About Long Term Care How to Talk to Your Clients About Long Term Care Planning Clients Dont Buy a Company, They Buy Your Expertise: What You and Your Clients Need to Know About Investing in Long Term Care Insurance Long Term Care Planning: Build Your Business by Being a Knowledge Resource Facing the Truth About Loss of Independence: How You Can Help CLIENT QUOTES: "Dear Karen, Just wanted to say you put on one hell of a seminar, one of the most informative and useful of the very long 2 days. Could you please forward a copy of your slide show to me I never had time to write down all the points. Thank you very much!" --G. Lord Investment Advisor IFBC Summit "You inspired me. I don't say that about many presentations, but I expect you have changed the way I will continue to practice my trade, and deal with my clients. " --J. Chisholm Investment Advisor IFBC Summit "Your message yesterday was excellent. I have experienced only a fraction of the issues you covered, but I recognize the enormity of the problems. I have some vivid pictures to paint for my clients as we discuss retirement and aging. If you would, Id like to get a copy of your presentation, or at a minimum, the list of resources. At this point, I believe we can never have too many resources. Again, thanks for your message yesterday. Im a better-equipped advisor for having attended. " --M. Shaver C.A., CFP IFBC Summit "I was one of the attendees at the EPC Course in April 2004 in Toronto. Your presentation was nothing short of profound. It was very generous of you to share your personal experience in such a positive way." --N. Butts Investment Advisor, EPC "I would like to let you know that I found your presentation to the ADVOCIS group in Brantford to be very informative, articulate, and enjoyable. Public speaking is a skill that takes years to perfect and it was clear that you have a very strong ability to present complicated information in a clear and concise manner! You speak very clearly, emphatically, and with tremendous confidence. I also noted your rapport with the audience was very good; you encouraged questions and interaction which made the presentation very enjoyable. Your information & related subject matter was very important and I believe there will certainly be great demand for your time in the near future. I look forward to the chance to hear another presentation of yours! " --S. Fraser Investment Advisor "Your presentations at last week's EPC course in Toronto were very moving and provided lots of excellent information and resources - thank you! My father, whom I was very close to, died in July of Parkinson's Disease after battling it for about 10 years. I could relate to many of the experiences you shared with us about you and your dad and must admit I was close to tears on numerous occasions as so much sounded familiar. Thank you once again for such an enriching three days." --J. Garner Investment Advisor Toronto, On. "I thoroughly appreciated your seminar on "Eldercare" and caregiving. It opened my eyes to my aging clients needs and my own situation with my 77 years old mom. It also scared me a little. I am now going to visit my own mother on June 11-13 to discuss our situation. I am also starting my own research in order to help my elder or children of elderly prepare for the 'WHEN'." --Graeme Investment Advisor IFBC Summit PARTIAL CLIENT LIST: Advocis - The Atlantic School For Advisors Advocis - The Financial Advisors Association of Canada Advocis AXA Financial Services CAPP Canadian Association of Pre-Retirement Planners CIEPS (Canadian Institute of Elder Planning Studies) CIFP (Canadian Institute of Financial Planners) Clarica Desjardins Financial Security Independent Financial Brokers of Canada (IFBC) Annual Summit Joint CICA AICAP Assurances Conference Manulife Financial Money Concepts/Aegon Canada Inc. Peel Institute of Applied Finance Phillips, Hager & North Investment Management Ltd. Sun Life Financial University of Toronto Unum Provident TOPIC DESCRIPTIONS: Facing the Truth About Loss of Independence: How Advisors Can Help There is a Sufi saying that two veils separate us from the divinehealth and security. As we age we begin to understand how these two words start to define what is truly important in life. According to Moshe Milevsky, finance professor at York Universitys Schulich School of Business, for a couple who is 65 today, there is a 50% chance at least one of them will live to 90 and a 22% chance one will reach 95. With advanced age, however, often comes disability and loss of independence caused by chronic illness. Canadians on average now live the last 10 to 12 years of their lives with disabilities, many of them the result of chronic illness. According to a recent Globe and Mail article by Andre Picard, chronic diseases pose a greater threat than a pandemic flu. This session talks about the chronic conditions associated with aging, the losses that individuals suffer personal, emotional, financial and what advisors can do to educate their clients about strategies and products available to them. The Facts About Aging and Long Term Care: A Primer For Marketing Living Benefits Most of us fear dying. What we should be afraid of is living and needing long term care. Approximately 40 percent of people age 65 today will need long term care before they pass away. Why then are so few of us planning for it? The good news is that there are now tools and strategies available to you and your clients to help make long term care planning effective and affordable. Karens presentation will be packed with information you can use to add tremendous value to your client relationships including: Long-term care demographic realities Chronic conditions of aging the triggers for LTC How to talk to your clients about their changing needs You will also leave this session with a both a blueprint to guide you in helping your clients put together a long term care plan, as well as a list of resources for your on-going reference. Its Never Too Early or Too Late: Talking to Your Clients About Long Term Care You realize the importance of making financial provisions for the rest of your life. But have you provided for yourself in another critical area your changing physical needs and emotional well-being as you age? What are you doing for your clients in this area? Talking about long term care with family and clients is difficult; how can you approach this delicate issue successfully? Using the acclaimed LONG TERM CARE PLANNER as a facilitation tool, you will learn what you need to know about aging and long term care for your family, your clients - and yourself! Karen will provide tips on having "The Conversation"; she will give you a blueprint to help you and your clients plan for aging and long term care. Karen Henderson is a former family caregiver who went through it all and emerged on the other side with enough sense, humour and wisdom to last a lifetime! She will share with you what she has learned about the art and science of long term care communication - the key to successful planning. You - and your clients - will never look at aging the same way again. How to Talk to Clients About Long Term Care Planning "I've personally experienced the devastating effects of long-term care. Yet, it's a subject many people would rather avoid than confront. This seminar is designed to give you the tools you need to successfully address this need while you provide your clients with a vital service." During the seminar you will learn about: Defining the 50+ Market Demographic Realities and Long Term Care Care-Related Costs How to Personalize the Sale of LTC Insurance Products Marketing Techniques and Tools Communication Tips Karen Henderson is a former family caregiver who went through it all and emerged on the other side with enough sense, humor and wisdom to last a lifetime! She will share with you what she has learned about the art and science of long term care communication - the key to successful planning. The last part of the session will be devoted to an interactive exchange: present Karen with your sales questions and challenges and together you will work them through. You - and your clients - will never look at aging the same way again. Everybodys Doing ItAging That Is. Healthcare/Financial Challenges and Solutions Most of us are afraid of dying. What happens if we live and need long term care? Consider the facts: The over 85 population is growing faster than any other. One in three over 85 will suffer from dementia. Over 80% of eldercare is provided by family members. The keys to successful aging are planning and family communication. This seminar will discuss the realities of aging, costs of both home and long term care and will provide a planning blueprint to ensure you have all the pieces in place. We invite you to attend and consider bringing a family member someone with whom you can discuss these important issues. The seminar is presented by Karen Henderson, a former family caregiver who went through it all and emerged on the other side with enough sense, humor and wisdom to last a lifetime! She will share with you what she has learned about the art and science of long term care communication - the key to successful planning. Karen is a respected speaker, writer, media commentator, educator and consultant in the field of long term care for the elderly and has spoken across Canada and in the US. Health-care, Wealth-care: What You Need to Know About Long Term Care A lost sale? Possibly. Lost credibility? Definitely. Be ready for your clients questions. Better yet, be prepared to call your clients with a suggestion to meet and discuss aging and long term care and their impact on financial planning. This seminar will prepare you to do just that; it will provide you with the knowledge and confidence to: Discuss the health care system as it relates to eldercare Understand acute/chronic illnesses Discuss housing and care options In addition you will: Discover new markets and how to capitalize on them Learn how to access tools to help educate and inform you AND your clients Learn the key questions that will help your clients buy from you Selling living benefits does not happen overnight. It requires patience, persistence, enthusiasm and commitment. But it also requires knowledge. Benefit from Karens 14 years of long term care experience and her dynamic, forthright presentation style. At the same time learn about the launch of an exciting new resource centre for professional advisors. Long Term Care Planning: Build Your Business by Being a Knowledge Resource Long-term care planning is a complex process; selling a long-term care policy is part of this planning process. Attend this presentation to find out who among your clients can benefit most from such planning so you can target your LTCi sales efforts. Be there as a resource to guide your clients with useful tools including the acclaimed Long Term Care Planner, which provides a long term care planning blueprint. Learn how to guide your clients towards decisions that can transform their lives. Your knowledge will be a resource that will make your business grow. TRAVELS FROM: Ontario, Canada FEE CATEGORY: A ($5k or less)         « Previous | Next »

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