Bob Mauterstock, CFP®, ChFC, CLTC, 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. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.
In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. In 2009 he sold his practice to a regional accounting firm, which was then transferred to Kevin Leahy, CFP®, who established Connecticut Wealth Management, LLC in 2010.
Bob now speaks to a wide range of audiences through workshops, trainings, meetings, and consultations, as well as doing presentations for organizations and corporations. You can read more about Bob and his work on his website and through his blog on GiftofCommunication.com.
Publications and Presentations by Bob Mauterstock, CFP®, ChFC, CLTC
Bob Mauterstock is the author of Can We Talk? A Financial Guide for Boomers Assisting Their Elderly Parents, Passing the Torch, Critical Conversations with Your Adult Children, and Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity.
Bob has been quoted in a number of publications and appeared on several radio programs. In addition, he has spoken to groups of financial advisors and their clients throughout the country. Some of the companies, organizations and conferences where Bob has presented include:
- National NAPFA (National Association of Personal Financial Advisors) Conference
- National IMCA (Investment and Wealth Professionals) Conference
- FPABE (Financial Planning Association) Conference
- FPA (Financial Planning Association) State Chapters: Connecticut, Greater Indiana, Massachusetts, Minnesota, Philly-Tri-State, Southern Wisconsin, Tampa, SW Florida, Tennessee and West Palm Beach
- Berkshire Money Management
Popular presentations by Bob Mauterstock for financial advisors include:
- 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.
- Passing the Torch: Critical Conversations Your Clients Must Have
Boomers are concerned about the conversations they need to have with their adult children about all the issues they will face as they get older. Passing the Torch gives you, as their advisor, a practical and empathetic approach to help them work with their children to discuss and plan all the decisions they will have to make. This workshop lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as legal issues that can impact the family, end of life planning, health care planning and passing on a legacy to the next generation.
Bob Mauterstock delivers a workshop for clients of financial advisors:
- Critical Conversations You Must Have with Your Family
Bob has presented a number of workshops to advisors’ clients to give the advisor additional credibility and add value to their relationship. In these workshops he includes the following topics:
- Simple techniques to bridge the communication gap between generations
- Understanding the critical issues that are most important to the family
- The 5 essential legal issues that boomers must address
- How to create a long-term care plan for the family
- 7 tips for gathering and organizing the critical information clients need to plan for the future
- Passing the Torch: Critical Conversations with Your Adult Children
- Can We Talk?: A Financial Guide for Baby Boomers Assisting Their Elderly Parents
- Financial Advisor Safeguard Volume 1: How to Protect Yourself, Your Practice and Your Aging Clients Who Have Diminished Mental Capacity
- Passing the Torch: Critical Conversations With Your Adult Children
Bob Mauterstock holds a Master’s Degree in Education from University of Connecticut and a Bachelor’s Degree in Psychology from Princeton University. He is a former Navy helicopter pilot and holds the CFP®, ChFC, and CLTC designations.
Bob is an active member of the Financial Planning Association. He serves on the Board of Directors for Cape Mediation and the Brewster Ladies’ Library, He is a member of the Academy of Model Aeronautics and the Nauset Newcomers.
Thank you so much for speaking at the FPA of Southwest Florida’s first symposium. As I was chatting with people, they really appreciated the practical advice you provided to help them with their clients. Having key takeaways like that are so important.”
Tom Pattrica, CFP®, FPA of SW Florida Chapter
Bob Mauterstock’s presentation regarding the importance of having conversations with our aging parents on the topics of money, living wills, comfort care and after-life wishes was very informative and enlightening. He brought to life these difficult topics by sharing his personal experiences as well as the experiences of people that he has helped during his career… It was an eye-opener. I would highly recommend Bob for any organization who wishes to share these topics in a caring and thoughtful presentation.”
Margaret Holmes, Executive Director, Mayflower Place Continuing Care Retirement Community
Have Bob Mauterstock speak at your event!
Bob Mauterstock is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. Bob is available to speak at your retirement meeting, conference or event.
Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.
Retirement Resource Center webinar courses available from Bob Mauterstock
Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year.
As retiring boomers become part of this population the problem is expected to increase dramatically.
It is critical for financial advisors to be aware of recent legislation that will affect their ability to deal with this crisis, and understand the steps they can take to help their clients avoid significant loss resulting from financial abuse.
This webinar will give advisors the skills they need to protect their clients.