Anna Hays

Anna Hays is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since November 2016, she provides financial planning support for affiliated advisors, including estate, trust, charitable, education, business, and social security planning strategies. Anna earned her undergraduate degree and JD from Duquesne University and her LLM in international human rights from the National University of Ireland in Galway.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Advising Attorneys-in-Fact About Retirement Health Care

Advising Attorneys-in-Fact About Retirement Health Care

Posted by Anna Hays

February 21, 2018 at 1:30 PM

As a financial professional, you routinely ask clients for their estate planning documents. You also factor health care expenses into your retired clients’ financial plans. But have you thought about advising attorneys-in-fact about retirement health care? If you have Gen X and younger boomer clients with aging parents, or if you advise different generations of the same family, you might consider adding this service to your menu.

To help you decide if this path might be right for you, let me introduce you to your new (fictional) client, Zak, who is an attorney-in-fact for his aging parents.

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Topics: Retirement Income Planning

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