In January of 1990, Steve Mathieu’s father died suddenly of a heart attack. Mathieu, a financial and estate planner for clients age 55 and up, was then in his 30’s and working with clients of a similar age. But with the death his father, he was thrust into helping his mother cope with long-term care requirements, estate planning and tax issues.

Then an elderly aunt died, and Mathieu once again found himself dealing with all the concerns thrown up by aging and retirement. A short while later he was invited to speak to a group of 30 older people on the issues of elder care—and when his talk was over, 25 of them requested follow-up meetings.

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