Dr. Carolyn McClanahan, co-Founder of Whealthcare Planning, Named as One of the “Ten to Watch” by Leading Wealth Management Publication

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Influential financial advisor who is also a medical doctor recognized for her work in developing technology and educational resources to help prepare advisors for the impacts and risks of aging and health on client financial situations

We are tremendously proud of and excited for Carolyn’s continued recognition by the industry for her dedication and commitment to helping advisors better understand and manage health and age-related issues for clients.

Whealthcare Planning, the industry’s only technology platform focused on the intersection of health, aging and finance, announced today that industry thought leader and co-founder of Whealthcare Planning, Dr. Carolyn McClanahan, has been named as one of wealthmanagement.com’s “Ten to Watch.”

This prestigious list annually recognizes the “Innovators and influencers set to change the wealth management industry.” https://www.wealthmanagement.com/people/ten-watch-2020-dr-carolyn-mcclanahan

“Our goal with Whealthcare Planning is to normalize the conversations for advisors in the areas of aging and death,” said McClanahan. “Particularly as federal and state regulators are now closely scrutinizing advisors’ policies and procedures to protect older clients from financial abuse and fraud.”

“We are tremendously proud of and excited for Carolyn’s continued recognition by the industry for her dedication and commitment to helping advisors better understand and manage health and age-related issues for clients, and for her tireless work in developing scalable technology and educational resources to ensure better client outcomes,” said Chris Heye, co-founder and CEO of Whealthcare Planning.

“We are gratified by the growing recognition of the importance of the Whealthcare Planning tools, especially for enterprises,” said Heye. “As the Baby Boomers age, they tend to consolidate assets and the Whealthcare Planning tools facilitate the greater trust needed to earn that consolidation. This approach is leading to helping financial firms better serve clients, and as a result better grow their net new assets.”

Accordingly, the Whealthcare Planning platform is ideally suited for enterprise financial services firms, as they look to better arm and train their advisors around the specific issues where health and wealth intersect, while also insulating themselves from potential liability from an evolving regulatory landscape.

Whealthcare Planning was also recently recognized for “Technology Thought Leadership” for its Whealthcare Academy and Education Center, at the recently held wealthmanagement.com’s Industry Awards Program.

To learn more about Whealthcare Planning, log onto http://www.WhealthcarePlan.com and to learn more about Dr. McClanahan, log onto https://www.lifeplanningpartners.com/about-us/who-we-are/

About Whealthcare Planning

Whealthcare Planning LLC is a financial technology company with a mission to develop innovative, cloud-based applications that help to protect older adults and their families and enable them to make the best possible financial decisions. The Whealthcare Planning platform was developed in close cooperation with thought leaders in wealth management, psychiatry, health care and geriatrics, including Carolyn McClanahan, Director of Life Planning Partners and co-founder of Whealthcare Planning LLC. Some of the tools and training materials including checklists and conversation scripts were developed in collaboration with the Massachusetts General Hospital. http://www.WhealthCarePlan.com

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Timothy Welsh
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