Have you been faced with how to best support clients when you see that their money behavior has changed? With the prevalence of dementia and Alzheimer’s and the related impact on cognitive function, you may very well observe the signs that something is off before others in the family notice. Tune in to this episode of the PFP Section podcast to hear money and memory expert Christine Moriarty answer the following questions:
What are the key points to notice about memory loss?
What is the difference between dementia and Alzheimer’s?
How can CPA financial planners be proactive with these matters from the beginning of the engagement?
What preventative steps can be taken to protect a client’s finances?
This podcast is dedicated in loving memory of Christine Moriarty’s sister, Mary Ellen.
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.
Read Christine’s recent article on how financial planners can work with clients who have dementia and memory loss.
Find other money and memory resources on Christine’s website.
Listen to Reina Schlager’s 6-part series on guiding clients with diminishing mental capacity.
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.