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Bob Mauterstock, CFP®, ChFC, CLTC

Eldercare Expert 

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.

Working with Clients with Diminished Capacity

What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimer’s Association, Alzheimer’s disease will strike more than 8 million Americans by 2030 (a rise of 60% from 2010). If you don’t know what steps to take to protect your client and your practice, both may be at risk. Bob has developed a protocol that you can follow to deal with this problem. Attend his workshop and learn the steps you can take to help your aging clients and preserve the business you have worked so hard to build.


Beginning December 1, 2020