IDFA Online Learning
Breakout Session: Dementia and Divorce - Critical factors Must Be Considered
Recorded On: 05/07/2024
When Dementia begins its long journey during a marriage, the various stages of financial requirements are often overlooked and can result in utter devastation during the Divorce process.
If critical and smart planning is not done correctly, all parties (attorneys, financial counselors, family members) will point fingers and seek retribution.
Learn about these critical issues from Longevity Care expert Kerry Morris.
1 CFP & CDFA Credits
Please note that the conference is live and in-person in Nashville, Tennessee. All schedules shown in the conference agenda are in central standard.
Kerry Morris
CFP®, CFEd®
Founder, HonorShield LLC
Kerry Morris, CFP®, brings over 25 years of financial planning expertise, rooted in integrity and dedication. Through his extensive experience, Kerry has assisted numerous families, particularly focusing on supporting seniors and optimizing their financial resources amidst the challenges of aging. Under his guidance, significant funds have been directed towards end-of-life care using innovative financial strategies. Additionally, Kerry's team has facilitated access to millions in benefits, ensuring veterans and their widows can afford essential care services.
Expanding upon his dedication to serving others, Kerry authored "When Retirement Goes Bad, Life Sucks". With his creative storytelling skills, he recounts four, true life stories shedding light on the vital intricacies of longevity planning. Concurrently, he founded HonorShield LLC, a visionary initiative dedicated to pioneering Longevity Care Allocation Planning (LCAP). Through LCAP strategies, Kerry is building a nationwide network of advisors helping families mitigate the financial strains of aging, empowering them to maintain autonomy and continuity in their final years.
Due to their extensive experience in aiding U.S. families with the financial challenges of aging, HonorShield was specifically approached to introduce a revolutionary care funding model. Branded by HonorShield as "Forever Funding," this solution has been successfully utilized in the UK for over two decades. While aging may be unpredictable, paying for care doesn't have to be with "Forever Funding."
At each point in the aging process, Kerry leverages insights gleaned from his extensive interactions with families, reshaping the narrative of aging as a journey marked by empowerment, resilience, and enduring purpose.