Assisting Colleagues

A variety of professionals, from the financial services professional, to the insurance agent, to the bank trust officer, to the accountant, to the pension plan administrator or IRA custodian, to the in-home medical care provider, to the long-term care advisor, to the Hospice consultant, to the social worker, to the retirement coach, to the funeral director who advises on prepaid arrangements, to many other professionals, will be contacted with a deluge of questions from their clients related to planning for retirement, aging, end of life, or legacies, but might not have the expertise or might have some questions.

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We can educate you and your team behind-the scenes, or we can join the collective team of professionals who are advising your client.  We simply want you to look good in front of your clients and that you are providing competent counsel and advice.

Research, Advocacy, and Community Outreach

If you are a professional firm or an organization that wants an academic to partner with  for a single project, or a series of projects, related to either macro- or micro- aspects of retirement, aging, or legacies, then we can provide the objective insight and sounding board you desire.

Additionally, we can assist you in any advocacy project or communication campaign, or we could provide objective or persuasive expert testimony in litigation, arbitration, or mediation in regard to these areas for which we have he established a subject matter expertise.

you want to discuss if, how, and when we can share our subject matter expertise.