Working with Individuals with Diminished Capacity

Date: Tuesday, March 26, 2019
Time: 3:30pm - 5:00pm
Location: University Club 10th Floor – Fifth Third Center, 111 Lyon NW, Grand Rapids MI
Speaker: Steven Starnes, Grand Wealth Management and Lisa Misenhimer, Rethinking Dementia: Accelerating Change

Join us for an informative session on advising clients with dementia and other long term support needs. The emotional and physical stress that overwhelms clients and their families often hinders their ability to make effective decisions. Steve Starnes from Grand Wealth Management will discuss how to protect clients, and help clients and their families act on good advice. Lisa Misenhimer of Rethinking Dementia: Accelerating Change will provide insight on how dementia affects the non-financial aspects of a client’s life and how professionals can point clients to appropriate assistance and community resources.

  • Discuss client communication and coaching
  • Explore coordination with other professionals and community resources
  • Identify ways to address practical and financial risks
  • Apply a fiduciary process to guiding clients

Refreshments: 3:30 pm
Presentation: 4:00 - 5:00 pm

Click on the link below to register. 

Please contact Jeanna Post at WestMichiganEPC@gmail.com with questions.

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