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AICPA ENGAGE 2018


PFP1828 - Mind & Money: Cognitive Ability and Wealth Among the Elderly


Jun 12, 2018 4:05pm ‐ Jun 12, 2018 4:55pm

Standard: $49.00

Description

As the population ages the effects of deterioration of cognitive abilities is of increasing concern for financial advisors. In this session the the relationships of memory, mental status, and wealth will be presented. Attendees will:

• Understand the relationships of mental abilities and wealth for both single and married households

• Understand the long term relationships of mental abilities and wealth fro married couples.

*This presentation was co-authored by Maurice MacDonald, Sonya Lutter, and Somer Anderson

Speaker(s):

  • Fred Fernatt, PFS, President, Creative Transition Strategies
Tags: PFP

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