Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. The responsibility of financial advisors goes beyond traditional financial conversations. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial struggles.

Through firsthand experiences, we will guide financial professionals to:

• Understand the opioid epidemic and its impact on the financial industry

• Recognize financial red flags and warning signs

• Communicate effectively with clients facing addiction-related challenges

• Implement proactive financial strategies to safeguard clients’ finances