Asset-Map and NAIFA are co-hosting a webinar showcasing the new "Caring Conversation" stencil designed by Carroll Golden, author, speaker, and Executive Director of NAIFA's Centers of Excellence. Learn how to use this tool to have more comprehensive conversations with your clients and tackle tough topics such as long-term care with grace and ease.

Special Webinar on The Caregiving Conversation for FAs
When: Thursday, June 6th
Time: 2 pm eastern

Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform, enhancing the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended care scenarios.

The “Caring Conversation” Stencil has been crafted with precision to assist advisors in mapping out all possible financial implications of caregiving scenarios. This tool allows for a more holistic approach to financial planning by addressing the specific needs related to caregiving, a critical aspect often overlooked in traditional financial planning processes.

Carroll Golden, the architect of the “Caring Conversation” Stencil and a prominent figure in caregiving financial planning, commented on the release, "With the growing need for specialized financial advice in the context of caregiving, it became essential to provide a tool that empowers advisors to address these unique challenges comprehensively. The “Caring Conversation” Stencil is designed to seamlessly integrate into the existing framework of Asset-Map’s software, ensuring that advisors can provide targeted guidance efficiently and effectively."

Asset-Map, known for its innovative financial planning software, will now feature the “Caring Conversation” Stencil as a part of its platform. This inclusion aims to facilitate advisors in delivering personalized and precise financial planning strategies that account for the complexities of caregiving. The stencil enhances advisors' ability to visualize and manage their clients' financial landscapes, considering the potential financial impact of caregiving responsibilities.