As our clients age, some of them will develop diseases such as Alzheimer’s or other dementias.
What are some steps that might be taken if a client’s behavior changes due to cognitive impairment?
Those who are cognitively impaired may put their own retirement security at risk, at the same time, can cause ethical and practical dilemmas for their financial advisors.
This webinar will help advisors better understand how the aging brain works, how to differentiate between normal memory loss and dementia, how to detect financial elder abuse and what steps should be taken if a client’s behavior changes due to cognitive impairment.
In this one-hour session, you will:
- Learn about the aging brain;
- Gain a better understanding of diseases of the brain such as Alzheimer’s and the behaviors that result;
- Discover normal age-related changes in memory that occur in the brain and strategies to maintain brain health;
- Better understand how to detect elder financial abuse;
- Learn possible interventions and actions that advisors can take before and after their clients become cognitively impaired.
Sandra Timmermann, EdD, Successful Aging in Retirement Expert, founder and former Executive Director of the MetLife Mature Market
Sandra has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.5 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Basic
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.