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ENGAGE 2020


PFP20ER04 - Real World Planning: Working with Clients with Diminishing Mental Capacity


Jun 9, 2020 7:00am ‐ Jun 9, 2020 7:50am

Description

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.

Learning Objectives:
  • 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

Speaker(s):

  • Sandy Adams, CFP, CeFT, Lead Financial Planner/Partner, Center for Financial Planning, Inc.
Tags: PFP
Category: Early Riser (Onsite and Online)

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