Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population.
In this episode, Ana Trujillo Limón, Director, Editorial, dives into this month’s topic, estate planning and longevity planning, with Keena Pettijohn, CEO and Founder of Lifelogixs. Keena shares her 30-year career journey in financial services, the pivotal milestones, and the significant gap she identified between wealth management and longevity planning. Perfect for advisors interested in learning about the significance of understanding clients’ life goals, and the integration of technology in wealth management.
Keena discusses:
- Her early career and how she got started in the financial industry
- The importance of having a clear purpose and a servant mindset
- The gap between financial planning and the longevity needs of clients
- How advisors can turn financial coaching into life coaching by integrating financial wellness and holistic planning into their practice
- Her work in wealth management for aging clients and the concept of aging in place
- The importance of integrating financial planning with the real-life needs of aging clients, especially those wanting to age in place
- How advancements in technology can complement financial planning and help address the specific challenges of the aging population
- And more
Keena Pettijohn is not an affiliate of CWM, LLC. Opinions expressed by guests of this podcast may not be representative of CWM, LLC.
Resources:
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About Our Guest:
Keena Pettijohn, CEO and Founder of LifeLogixs is an accomplished Wealth Management Executive with over 25 years in Financial Services, Private Banking, Financial Planning and Trust Solutions in the Bank, Credit Union, and RIA Distribution Channels. Keena is a Leader for the Bank, Insurance, and Securities Association’s Innovations Lab, BISA’s organization to highlight emerging FinTech firms that support BISA’s membership.
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