Webcast: Advising "Sandwich Generation" Clients on Balancing Support for Parents and Children

Recording | Presentation material

Supporting both children and aging parents is a challenging and stressful scenario that many “sandwich generation” clients face. CPAs can demonstrate their value and deepen client relationships by helping clients navigate the financial (and often, emotional) matters to achieve a life balance. In this webcast, Gina Chironis, CPA/PFS will discuss both the technical and behavioral aspects of advising your clients, including:

  • Issues that aging parents face and strategies to support the parents, including long-term care and estate planning
  • Strategies to support your children, including education planning, boomerang children, and when they move out