Working with Individuals with Diminished Capacity
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