Help Us, Please: The Role of Financial Planners with Clients Confronting Diminished Capacity
Wednesday, May 6, 2020
10:30 AM – 12:00 PM
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.