Broker Check

On-line practice improvement charrettes meld collaboration with best practices.

In collaboration with Cetera Wealth Management, Prosperity Network of Advisors is pleased to launch Season 2 of its Prosperity Growth Lab series.


Tuesday, July 27, 11:00am - 12:00pm (CST)

The Hidden Costs of Aging

The hidden costs of aging are often substantial and unexpected. The cost of care and housing for seniors – your clients and clients’ parents – can be difficult to project, understand, and prepare for.

This highly informative Prosperity Growth Lab presentation was developed by the Franklin Templeton Academy in 2020 in collaboration with the Center of Innovative Care in Aging at the Johns Hopkins University School of Nursing.

Quinton Alston-Spratt, Lead Learning Consultant at the FT Learning Academy, will take us through this innovative program, co-developed with Johns Hopkins to help you prepare your clients and their loved ones as they prepare for their later years.

This is great information for anyone on your staff with client-facing duties. Get everyone registered to attend this enlightening presentation.

Join us and your Prosperity Network colleagues as we welcome Quinton Alston-Spratt to present in our Prosperity Growth Lab series. 


During this Prosperity Growth Lab, you will learn:

  • Retirement Realities – Tough talks to have now
  • Profile of Aging – changing demographics, forging new expectations for retirement
  • Care and Housing Options – an overview of housing solutions
  • Considerations in the Housing Decision – family, lifestyle, health care, and financial features
  • Formulate a Plan – Steps you can take to ensure you’re prepared


Agenda:

  • Prosperity Network Leadership Opening Comments
  • Brandon Hamil, Cetera Financial Group – Advisory Resources
  • Quinton Alston-Spratt, FT Learning Academy, Lead Learning Consultant
  • Q and A

 

Quinton Alston-Spratt joined the Legg Mason Sales Training team in August of 2017, and the Franklin Templeton Academy in 2020. In this consultative role, he is responsible for supporting financial advisors with thought-provoking, real life solutions to the myriad obstacles faced by their clients as they navigate the aging process. Quinton is also a leader in Diversity and Inclusion within Franklin Templeton. He serves as a co-global lead for Franklin Templeton’s African American business resource group BEN. 

 

Brandon Hamil is a key member of the Cetera Financial Group's wealth management unit and his key role is to collaborate with investment adviser representatives to promote and increase their assets under management with Cetera's advisory programs. And his education and sales leadership support ideas are focused on helping advisors improve their overall business.



Continuing Education Credits
CEs are available for credentialed advisors attending this presentation holding these designations: CFP®, CIMA®, CPWA®, CIMC®, and RMA®. At the conclusion of the presentation send an email to megan@prosperityadvisors.com with your name and credential identification and number. We’ll forward to Franklin Templeton for credit and processing.

*For registered rep use only

Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.