Guiding clients with diminishing mental capacity: Planning while well | PFP learning library podcast archive
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Guiding clients with diminishing mental capacity: Planning while well | PFP learning library podcast archive

2 months ago · 24 min listen

Putting a plan in place prior to recognizing dementia in your clients is ideal. In part 4 of this PFP Section podcast series, Reina Schlager, CPA/PFS, discusses the following:

  • Why it’s important to act while your clients are healthy

  • Planning documents and other considerations

  • Preserving dignity for the impaired client

  • What can go awry and how to avoid

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.

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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