The American Association of Retired Persons (AARP) just released “A Financial Professional’s Guide to Conducting Seminars with Older Investors.”

We strongly urge all current, past and prospective seminar marketing clients to download, review and abide by this very important and timely and document.

After a visit in Washington, DC, RME was asked to review this Guide and provide feedback prior to its release. (Note AARP’s acknowledgement of our assistance on page 23 of the Guide).

Prepared by AARP and the Financial Planning Association (FPA), this guide provides a basic overview of what you need to know about older persons to serve them better. The booklet covers two main themes:

• Disclosure by financial professionals - what the client wants to know about you and your practice
• Working with older clients – information and tips on social, family and generational issues, physical and mental impairments, and written and online communications

Click here to download a copy of the FREE Guide.