Learning Center

PridePlanners Knowledge Circle: The Warning Signs of Cognitive Impairment and The Impact to Financial Planners

Product not yet rated

Includes a Live Event on 10/12/2021 at 10:00 AM (MDT)

Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs. Attendees will also learn tips for approaching someone with memory concerns and what resources are available to you so that you can best guide your clients.

  • Alzheimer's is one of most expensive diseases
  • Cognitive decline disproportionately affects marginalized communities
  • Memory care is at least 20% more than standard skilled nursing
  • Estate planning must happen when person can articulate their desires
  • Cognitive decline is so gradual, those around person may not realize it until too late. Affected person may be last to know. Those who only meet with someone 1-2 times a year have opportunity to identify issue, help point to resources

Frank Summers

Planner

Cetera Investors

Frank Summers is a planner with Cetera Investors. He focuses his practice on working with the LGBT community and special needs planning. He has worked in financial services for 30 years, including positions at Allmerica Financial and MetLife, before beginning his planning practice in 2018.

Frank is active with several non-profit organizations including the Alzheimer’s Association. He founded Rainbow Foster Network, focused on LGBTQ+ kids in foster care. While he is a Bostonian at heart, he’s now based in Charlotte, NC with his  two cats, who enjoy making guest star appearances during zoom meetings. 

Key:

Complete
Failed
Available
Locked
PridePlanners Knowledge Circle: The Warning Signs of Cognitive Impairment and The Impact to Financial Planners
10/12/2021 at 10:00 AM (MDT)   |  60 minutes
10/12/2021 at 10:00 AM (MDT)   |  60 minutes Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs. Attendees will also learn tips for approaching someone with memory concerns and what resources are available to you so that you can best guide your clients.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available