Patty presenting at a client seminar a section on “Her own personal experiences and what she has learned from her own care-years journeys with her loved ones”
Patty’s interview of two advisors on “The need for financial advisors to discuss more than wealth accumulation with their clients, to also include important conversations on 'aging and care'”
Patty interviewing a financial planner on “The need for financial advisors to introduce the concept of care-years planning (including introducing a long-term care insurance product if appropriate) as part of any retirement or lifestyle planning strategy”
Patty’s discussion with financial advisors discussing the role of long-term care insurance (even for affluent) in general. Note-you may be surprised to find out how 'an affluent Canadian' is defined-you may be part of this category and not even realize it
Watch CMA President, Dr. Jeff Turnbull’s presentation titled: “Canadian Medical Association invites Canadians to provide public input into the future of Canada 's health care system
Enjoy a video developed by Patty -- “I Want An Advisor With a Slow Hand” – as a fun video on the type of advisor we want to help us with our care-years planning