Hidden Retirement Dangers: Addiction, Abuse and Accelerating Costs

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This program sheds light on four critical yet often overlooked challenges that can derail retirement plans: addiction among seniors, elder financial abuse, family caregiving dynamics, and rising healthcare costs. By exploring real-life case studies and practical strategies, the session equips financial professionals with tools to address these risks in their planning processes. Attendees will learn how to proactively identify and mitigate these dangers, ensuring a secure and resilient retirement for their clients.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Recognize the signs of addiction, financial abuse, and caregiving challenges in senior clients.
• Identify strategies to mitigate healthcare and addiction-related financial risks in retirement.
• Develop proactive financial plans that address hidden challenges, ensuring long-term stability.

Presenter

Cheryl Canzanella, CLU, ChSNC, CAP, LUTCF

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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