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Guiding clients with diminishing mental capacity: Summary {PFP Section}

Guiding clients with diminishing mental capacity: Summary {PFP Section}

AICPA Personal Financial Planning (PFP) · AICPA & CIMA

September 10, 202122m 14s

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Show Notes

CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Reina Schlager, CPA/PFS, takes you through a summary of her 6-part series so that you can protect your clients financially and ensure a smooth transition of care. She covers:

  • Does an 18-year-old need a durable POA?
  • Client experiences to give you ideas of what to look for with your clients
  • The 9 domains of diminished capacity
  • The 10 warning signs from the Alzheimer's Association
  • Planning while clients are well
  • Housing alternatives

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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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