TFC presents a recap of David Laibson’s presentation titled “The Aging Investor: Challenge and Opportunity.”

David Laibson, a Ph.D. of Harvard University and noted economist, was our guest presenter at our client event in June.

Brief Selections from Dr. Laibson’s presentation:

Our Natural Resistance to Preparing for Possible Cognitive Decline

How to Prepare for Possible Cognitive Decline and Protection of Assets

How to Prepare Younger Family Members When an Elder Declines

Early Indictors of Cognitive Problems

See video below for more in-depth highlights of Dr. Laibson's presentation

A few photos from our event:

To download our paper titled “Family Decisions with Aging Investors,” click on the PDF below. The Knowledge Series piece provides actionable advice such as: opening the lines of communication, formalizing a plan, and creating a checklist (also found below) of financial and legal documents.

June 18, 2015 // Family decisions with aging investors: “The importance of knowledge and forethought.”

TFC Financial // Financial Planning Emergency Checklist

For more information including Professor Laibson’s research, please refer to a paper co-written by him titled, “What Is The Age of Reason?”

July 2010 // What is the Age of Reason? by Sumit Agarwal, John C. Driscoll, Xavier Gabaix & David Laibson