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The Seven Steps to Protect Yourself, Your Practice, and Your Clients Who have Diminished Mental Capacity

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What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimers Association, Alzheimers disease will strike more than 8 million Americans by 2030 ( a rise of 60% from 2010). If you don't know what steps to take to protect your client and your practice, both may be at risk. In this workshop you will learn the best practices to follow when one of your clients has a loss of memory. You will develop a protocol to use with every client you suspect may have diminished mental capacity. You will learn the skills to develop a relationship with the clients entire family and become their trusted adviser for future generations. Remember it is not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.

  • Describe the best practices to deal with a client who may have diminished mental capacity
  • Develop a standardized protocol for your firm to address situations where clients have exhibited diminished mental capacity
  • Create a relationship with the clients entire family using a very powerful tool, the family meeting

Robert B. Mauterstock, Jr., CFP®, CLU®, CLTC®

Partner and Co-Founder, Plan4LifeNow

Robert B. Mauterstock Jr., CFP®, CLU®, ChFC®, CLTC®, is partner and co-founder of Plan4Life LLC, the creator of The Elder Planning Specialist program, an extensive curriculum for financial planning professionals. He is a former Navy pilot and has written four books related to boomers, their aging parents, and their adult children. He was a practicing financial planner for more than 30 years.

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The Seven Steps to Protect Yourself Your Practice, and Your Clients Who have Diminished Mental Capacity
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available