Guiding clients with diminishing mental capacity: Summary | PFP learning library podcast archive
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Guiding clients with diminishing mental capacity: Summary | PFP learning library podcast archive

1 month ago · 22 min listen

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

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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