Help Us, Please: The Role of Financial Planners with Clients Confronting Diminished Capacity

Every day thousands of baby boomers turn 65. Our country will see a dramatic increase in the
number of elderly citizens dealing with age related health and cognitive issues, and mental illnesses in
the next ten years. Financial planners with long-standing client relationships are uniquely positioned to
recognize early indicators of diminished physical and mental capacity as well as a major contributor to
exploitation…isolation. Armed with appropriate tools financial planners can add peace of mind, protect
and immunize their elder clients from the risk of financial exploitation and abuse.