New England Investment & Retirement Group Inc., a wealth management firm, recognized that many of its second-generation clients were preparing to care for their aging parents. NEIRG wanted a guide to educate their clients on the financial aspects of caring for parents as they age, as well as establish the firm as a thought-leader on the topic.
The KSG team brought together information from white-label resources, plus custom research and copy development. Our team ensured that the brand tone and style was consistent throughout the guide. We designed the layout for ease of reading through the use of photos and subheads. The “notes” style provided for a unique way to share the direct, to-the-point style of New England’s leadership team.
The result was a comprehensive guide providing important information on several key areas, including working with your parents to develop a plan as they age, housing options, costs of care, and carrying on the family legacy.
The guide was used as the foundation of an educational event for NEIRG clients. The guide material was repurposed into a presentation, and the guide itself was printed and shared with event guests.