What do you do when you discover that one of your clients has a diminished mental capacity? If you don’t know what steps to take to protect your client and your practice, both may be at risk.
It's 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. After viewing this webinar, you will be informed on how to best navigate difficult situations with aging clients.
CFP®, CLU, ChFC
Former CEO of KR Wealth Management
Bob wrote his first book in 2008 entitled, “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents”. He wrote his second book, “Passing The Torch, Critical Conversations With Your Adult Children’ in 2015. He has just completed an Ebook entitled “CFP® Safeguard, Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity” Bob graduated with a BA in Psychology from Princeton University and an MA in Education from the University of Connecticut. He served as a Naval Aviator from 1969-1974.