Proactive Planning for Aging and Longevity: Top 10 Considerations

Whether you’re preparing for your own future or helping a loved one, this session will offer practical guidance, key questions to ask, and steps you can take now to promote security, dignity, and peace of mind later in life.

You’ll learn how to:

• Establish core legal and health documents

• Evaluate housing options for aging and plan for long-term care needs

• Involve your family and build a broad support team

• Create a longevity financial plan with your advisor

• And more actionable insights

Focus Partners Wealth Lifestyle Services was created to meet the emerging and diverse needs of our combined firms’ clients. We’ve carefully curated and fully vetted a network of service providers designed to meet your needs and aspirations and to support you and your family throughout your life's journey. Whether you need assistance planning a custom vacation, navigating aging services and planning, selecting the best healthcare or Medicare plan, protecting against cybersecurity risks and identity theft, or finding the right college admissions counselor for your child, our Lifestyle Services group is ready to connect you with one of our fully vetted, experienced, and knowledgeable service providers to help.

This content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice. Lifestyle Services is a thoughtfully selected collection of resources available to clients of Focus Partners Wealth. These resources are third-party providers designed to support you with your travel, wellness, security, learning, and lifestyle needs. Some Lifestyle providers offer preferential services or pricing to our clients; however, Focus Partners does not receive any additional fees for referring you to these providers, nor do we receive additional fees from them for their services to you.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership.

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