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Ep. 6 Navigating Cognitive Decline in Clients - Dr. McClanahan [Founder & Planner] & Dr. Somers [Financial Psychologist]
Smarter Planner Podcast · Financial Planning Association NCA & Belle Osvath
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Show Notes
In this episode host, Belle Osvath, CFP® conducts an interview with Dr. Carolyn McClanahan, M.D., CFP® and Dr. Moira Somers who offer insight about the role of the financial planner before, during and after a client's cognitive decline.
Episode Links:
- March 24th Webinar Registration
- Dr. Moira Somers - Website
- Dr. Carolyn McClanahan, M.D., CFP® - Website
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.