CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Join this session to discuss ways to protect your clients financially and ensure a smooth transition of care.
HIGHLIGHTS
Note: CPE will not be granted for this event.
Join us to listen to a recent podcast by Reina Schlager, CPA/PFS, RHU, a personal financial specialist with Schlager, Schlager & Levin, on guiding clients with diminished capacity. A facilitated discussion will follow. This session will cover:
- Does an 18-year-old need a durable POA?
- Client experiences to give you ideas of what to look for with your clients the 9 domains of diminished capacity
- The 10 warning signs from the Alzheimer’s Association
- Planning while clients are well
- Housing alternatives
COURSE LEVEL
Basic