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Preserving Financial Plans in the Face of Cognitive Decline

This session is specifically designed for financial professionals to help clients who might experience cognitive decline as they age.
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Christine Moriarty

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This session is specifically designed for financial professionals to help clients who might experience cognitive decline as they age. By preparing for the possibilities ahead, individuals can live through retirement with peace of mind about their financial situation. Christine will present practical tools, resources, and strategies for working with clients who are experiencing cognitive constraints. This topic is critical knowledge for financial professionals and for protecting the assets clients have built.  

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Recognize different forms of cognitive impairment
  2. Understand clients’ personal and financial restrictions as they age
  3. Steps to take today and in the future working with clients of all ages to ease this potential transition

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