Speaker
Michael Haubrich

Session Details

Working with Clients Confronting Diminished Capacity

Finance & Insurance

Date: Tuesday, August 27, 2024
Time: 10:05 am

Session Learning Objectives:

1. Identify at risk elderly clients — who are the potential abusers.
2. Facilitate family conversations to protect against abuse and assure a great late life/end of life for elder family member.
3. Provide tools to be proactive in protecting clients and improving client/financial planner relationship.

Everyday thousands of baby boomers turn 60 and our country will see a dramatic increase in the number of elderly citizens dealing with age related health, cognitive, and mental illnesses in the next ten years. Professional service providers with long-standing client relationships are often in position to recognize early indicators of diminished physical or mental capacity. Armed with appropriate tools these pros can add peace of mind and expanded services to a growing at-risk demographic.