Transform Your Financial Advisory Expertise with The Pioneer Mastermind Group
As a financial professional, you're no stranger to the complexities of guiding your clients through the ever-changing landscape of aging, caregiving, and financial planning.
It's a challenging terrain where missteps can have profound consequences for your clients and their families. The stakes are high, and the stress can be overwhelming.
Join The Pioneer Mastermind Group
Many financial advisors find themselves in a relentless struggle, attempting to navigate the intricate web of aging-related issues, family dynamics, and financial planning.
The weight of this responsibility can lead to sleepless nights, strained client relationships, and missed opportunities for growth. Your expertise is essential, but it's not always enough to conquer the unique challenges of aging clients.
Join The MastermindIntroducing Plan4Life's Pioneer Mastermind Group
A revolutionary program that equips financial advisors with the knowledge, tools, and support needed to excel in the world of aging and caregiving-focused financial planning
Unlike other programs that focus solely on selling products, we are here to educate and empower you to become a true expert in this field.
Why Choose The Pioneer Mastermind Group?
Explore the Key Benefits That Set Us Apart
Confidence and Competence
Gain the confidence to tackle aging-related issues head-on and the competence to guide your clients with excellence.
New Opportunities
Expand your service offerings and attract clients seeking specialized expertise in aging and caregiving.
In-Depth Resources
Access a wealth of articles, best practices, checklists, and an Elder Planning Specialist Toolkit.
Expert Insights
Learn from subject matter experts and gain insights from experienced professionals like Deb Card, Martha Underwood, John Comer, James Gambone, Bradley Jensen, and more.
Personal Growth
Develop essential skills in areas such as dementia care, diminished capacity policy, and family mediation.
Networking and Community
Connect weekly with like-minded advisors, share experiences, and build a supportive network.
Flexible Learning
Participate in an ongoing mastermind where you gain access to a supportive community, expert guidance, and access on-demand resources for ongoing education.
Our journey began with a passionate commitment to making a difference in the lives of aging individuals and their families.
Founders, Annalee Kruger, Bob Mauterstock, and Robert Powell, seasoned experts in aging, caregiving, financial planning, saw the need for financial advisors to receive comprehensive training and support in this specialized area. Their personal experiences in guiding families through these challenging times ignited the vision for Plan4Life's Pioneer Mastermind Group.
When you join the Pioneer Mastermind Group, you will gain access to:
- Comprehensive Curriculum: Dive deep into aging-related topics, dementia care, family dynamics, and more.
- Resource Library: Access a treasure trove of articles, checklists, and the Elder Planning Specialist Toolkit.
- Expert Interviews: Learn from experienced professionals and subject matter experts.
- Community and Networking: Engage with fellow advisors, share insights, and build relationships.
- Support and Accountability: Receive ongoing guidance and mentorship to ensure your success.
- Bonuses: Enjoy additional resources and exclusive content.
Meet Your Trainers Who are Leading the Change in Financial Services for Caregiving Families
Bob Mauterstock
Bob Mauterstock is an accomplished speaker, author and sought-after authority on the financial concerns of baby boomers and their adult children. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations.
He set up his first registered investment advisory firm in 1982 (Financial Action Plans, Inc.) and began doing financial planning for clients. In 1987 he became a Certified Financial Planner specializing in retirement income planning, long term care planning, investment management & legacy planning and worked with hundreds of families throughout New England.After selling his practice in 2009 and officially retiring as a financial planner, Bob began to focus his energy on coaching financial advisers to learn the skills to advise their clients on eldercare issues. He has been quoted in several publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country.
Annalee Kruger
Annalee has spent her entire 25+ year career in the senior care industry and has become nationally recognized expert in the field of senior care planning having presented at a number of healthcare, senior housing and financial conferences as well as hosting dozens of webinars for groups in the same industries.
She received her BS in Social Work from the University of Northern Iowa and her MBA from Cardinal Stritch University in Wisconsin. Annalee is a certified Family Mediator with further certificates in Grief, Trauma & Loss as well as PTSD Counseling and has served as an adjunct faculty member in the Human Services and Organizational Development departments at the University of Wisconsin – Milwaukee where she also received her Six Sigma Black Belt certification in lean process improvement.
Robert Powell, CFP®
Robert is the editor and publisher of Retirement Daily on TheStreet. He is also a retirement columnist for USA TODAY, as well as the editor of the Investments and Wealth Institute’s (IWI) Retirement Management Journal, the first-ever peer-reviewed journal focused solely on retirement income, and host of IWI’s Exceptional Advisor podcast. Powell is also a founder of FinStream.tv, a new streaming service focused on personal finance, a columnist for Callaway Climate Insights, and an instructor in the Salem State University Online Elder Planning Specialist program. Over the years, his work has been published in The Wall Street Journal, The Financial Times, MarketWatch, and AARP. Previously, Powell served as the editor of Retirement Weekly, published by MarketWatch-Dow Jones.
Hear from the Pioneers Who've Transformed Their Approach to Aging and Care with Plan4Life
Frequently Asked Questions
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Are you ready to unlock the full potential of your financial advisory practice and provide exceptional service to aging clients?
Join Plan4Life's Pioneer Mastermind Group today and embark on a transformative journey that will set you apart in your field.
Join The Mastermind
Our Guarantee
We are confident that Plan4Life's Pioneer Mastermind Group will empower you to excel in aging-focused financial planning. If you are not satisfied with your experience within the first 30 days, we offer a full refund, no questions asked.
Now is the time to invest in your future and the future of your clients.
With Plan4Life's Pioneer Mastermind Group, you'll gain the expertise, resources, and support needed to navigate the complex world of aging and caregiving.
Join us today and become a pioneer in the field of financial planning. Your clients deserve nothing less.
Become A Founding Member