•                 Attention Financial Professionals!
     
  • Financial professionals have an average of SEVEN clients at any given time with some form of cognitive impairment.  Do you know what to look for?  Do you recognize the red flags that should prompt you to take action? If not, you and your client are asking for trouble or legal liability or both!  Be smart and increase your expertise on this problem of aging right now!
  • In this one hour couse you will learn:
  • 1- How to prepare yourself for the steadily rising number of aging clients with cognitive problems
  • 2- To really understand  the complexity of financial decision-making capacity and what to do when your client is losing it
  • 3- To identify the biggest red flags of diminished capacity so you can take action before your client gets into trouble you can't fix
  • 4- To create a uniform, standardized way of documenting the warning signs of diminished capacity and what to do when these signs reach a tipping point