FPA Webinar – March 24

FPA Webinar - Free Member-Only event - Powered by Alliance Forum FPA chapters
Before, During, and After: Addressing a Client’s Cognitive Incapacity
Presenters: Dr. Moira Somers & Dr. Carolyn McClanahan, CFP®

Financial professionals are often in a prime position to detect cognitive impairment in their clients, but they frequently struggle to know what to do in response. When and how should they address their concerns? What, if anything, can be done proactively to protect everyone involved? What ethical principles and standards come into play?

Drs. McClanahan and Somers will be presenting actionable recommendations for how advisors can manage both the issues and the difficult emotions that frequently arise in the course of dealing with cognitive incapacity.