Guiding clients with diminishing mental capacity: Ten warning signs {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

CPA financial planners may be the first to recognize dementia in their client and this can go a long way towards protecting the client’s assets and ensuring a proper care plan is put in place. In part 3 of this podcast series, Reina Schlager, CPA/PFS, discusses the following:

• The ten warning signs that your client may be declining mentally
• Examples of what to be on the lookout for with these warning signs
• What to do once you have identified an issue with your client

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• Access parts 1 and 2 in this series here.
• Guide to Retirement and Elder Planning: Healthcare Coverage Planning
• Guide to Retirement and Elder Planning: Social Security Planning

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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