Wisely Guiding Clients through Aging and Dementia
Before a client's physical and cognitive abilities begin to fail, it is imperative that you have procedures in place to protect them and your firm. Equip yourself to fully explain the documents that all clients need in order to stay in control while they live and pass on a financial and non-financial legacy when they die.
Find out how these documents can connect you to the next generation in positive ways. Learn the difference between Alzheimer's and dementia, and how to recognize signs of diminished capacity. Finally, develop standard office protocols to implement when clients seem to be diminishing. Guide clients through all stages of life, so you can serve them and the next generation.
Read Amy Florian's full bio here.
September 22, 2015
Corning Country Club
$30 includes lunch and
CFP continuing education credits
Please register no later than September 15, 2015