July 29, 2020 Presentation Announcement
|
Seven Steps to Protect Yourself, Your Practice, and Your Clients Who have Diminished Mental Capacity
Presented by Robert B. Mauterstock, Jr., CFP®, CLU®, CLTC®, Partner and Co-Founder, Plan4LifeNow
Join Zoom Meeting
https://zoom.us/j/98056941026
Meeting ID: 980 5694 1026
One tap mobile
+13462487799,,98056941026# US (Houston)
+16699006833,,98056941026# US (San Jose)
Dial by your location
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Germantown)
Meeting ID: 980 5694 1026
Find your local number: https://zoom.us/u/adyPom3In
Click here to download handout
What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimers Association, Alzheimers disease will strike more than 8 million Americans by 2030. If you don't know what steps to take to protect your client and your practice, both may be at risk. In this workshop you will learn the best practices to follow when one of your clients has a loss of memory. You will develop a protocol to use with every client you suspect may have diminished mental capacity. You will learn the skills to develop a relationship with the clients entire family and become their trusted adviser for future generations. Remember it is not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice. From this program you will be able to:
* Describe the best practices to deal with a client who may have diminished mental capacity.
* Develop a standardized protocol for your firm to address situations where clients have exhibited diminished mental capacity.
* Create a relationship with the clients entire family using a very powerful tool, the family meeting.
Wednesday, July 29th, 2020
Location: Via Zoom
1 Hr of CFP CE Credits for FPA/CFA Members
This is a free event. Members, Nonmembers and Guests are welcome
Meeting Time: 7:00 AM - 8:00 AM
RSVP to Gerry Oldenski by Monday,
July 27, 2020 at
gerry@dynasetaz.com
About the Speaker:
Robert B. Mauterstock Jr., CFP®, CLU®, ChFC®, CLTC®, is partner and co-founder of Plan4Life LLC, the creator of The Elder Planning Specialist program, an extensive curriculum for financial planning professionals. He is a former Navy pilot and has written four books related to boomers, their aging parents, and their adult children. He was a practicing financial planner for more than 30 years.
