In this session, we will explore what it looks like to work with the ever growing segment of clients experiencing cognitive decline and diminishing financial capacity. We will discuss how our current regulatory environment impacts the way we do business, and what tools and best practices we can utilize not only to protect ourselves and our businesses, but to best serve our clients and families.
Define cognitive decline and dimished financial capacity and how to recognize it
Review current and future industry regulation related to this segment of clients
From a practice management prospective, review tools and best practices to utilize
From a fiduciary standpoint, discuss actions to take to best serve and protect these clients and their families
Lead Financial Planner/Partner,
Center for Financial Planning, Inc.