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Guiding clients with diminishing mental capacity - Part 1

Oct 02, 2020 · 25 min listen

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In financial planning for clients with dementia, CPA financial planners play a pivotal role. You are often among the first people to recognize when a client is showing signs of dementia. This puts you in a powerful position as a trusted adviser to safeguard both your client’s finances and overall care.

Reina Schlager, CPA/PFS, sheds light on navigating these challenging situations, including:

  • Helping to physically protect your clients

  • Recognizing when family members need to be told

  • Treating the client

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