The intersection of money and memory | PFP learning library podcast archive

Understanding financial planning for dementia patients is key for CPA financial planners, as prevalence of the condition continues to increase nationwide. It’s crucial to recognize the early signs of cognitive decline, be in a position to offer astute Alzheimer’s financial advice, and put in place preventative financial steps to protect client finances. Money and memory expert Christine Moriarty discusses important aspects of dealing with such sensitive issues and how best to approach these matters from the start of your engagement