Dr. Chris Heye, founder of Whealthcare Solutions, has a frank conversation with host Mary Beth about the issues arising from older age and how that affects an individual's retirement. They go through data on aging and the story of Whealthcare, and explore diminished mental capacity in detail. Advisers will learn how and why to look out for clients who may be suffering from cognitive decline or even Alzheimers disease, and what they can do about it.
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Guest Bio:
Chris Heye is the CEO and founder of both Whealthcare Solutions Inc. and Whealthcare Planning LLC. He is a proven entrepreneur with extensive experience starting and growing technology companies. After confronting dementia in his own family and witnessing elder financial abuse in friends, he decided not enough was being done to protect older adults. He helped design a clinical study at the Massachusetts General Hospital which investigated the behavioral and cognitive underpinnings of sound financial decision-making. Dr Heye is a regular columnist for the Journal of Financial Planning where he writes about technology, longevity and financial wellness. He is a frequent speaker at industry conferences and webcasts and is a member of the Financial Planning Association's (FPA) FinTech Advisory Group. He received his BA from Wesleyan University and Ph.D. from the Massachusetts Institute of Technology.