What do you do when your client base is largely made up of elderly people and they are starting to fail - mentally as well as physically?
The biggest threat to your client’s financial security is… your client. How do we protect them from health- and age- related issues that can jeopardize their financial stability and family wealth? As our clients age, they may exhibit signs of diminished capacity, neglect or even financial exploitation? Unfortunately, many financial planning professionals have limited knowledge of the these subjects and have done little to prepare themselves – or their clients.
Become an informed, prepared, and trusted resource for aging clients by learning the causes of diminished capacity, danger signs, legal responsibilities, and how you can begin this sometimes difficult conversation before problems arise. Learn about the laws governing financial advisors when working with elder Americans and an overview of the new processes being implemented by both Federal and State Regulators for advisors when working with elder Americans. Learn how to develop a protocol to use with every client to prepare for elder transitions and what to do if you suspect diminished capacity, neglect or financial exploitation.
Event Agenda
4:30 pm - Registration & Networking with Cocktails
5:00 pm - How to Handle Elder Clients Begins
7:00 pm - Meeting Concludes
Continuing Education
This program has been accepted for two (2) hours of continuing education by CFP Board, The American College (PACE), 2 units for Registered Financial Consultants. Applications for continuing education have been filed with The Florida Department of Business and Professional Regulation (CPE), The Florida Bar.