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Financial Planning in the Shadow of Dementia

Session Speakers
Session Description

Why Attend
Learn how to help clients and their families financially prepare for the challenges of living with dementia.

Session Details
The question isn’t “if” but “how many” of your clients will be impacted by dementia symptoms and Alzheimer’s, the most common dementia-related disease. On average, 1 in 9 Americans age 65 and older has Alzheimer’s and each advisor has seven clients with the disease. In a session based on Transamerica-Massachusetts Institute of Technology (MIT) AgeLab’s “Advisor’s Guide to Financial Planning in the Shadow of Dementia", find out how Alzheimer’s may affect your clients and their families, and how to help them prepare for the challenges and issues they’ll face. Learn how to:

  • Recognize the 10 warning signs of Alzheimer’s and help family members detect its initial stages
  • Address the financial planning implications of the disease
  • Help clients avoid money mismanagement and elder fraud associated with the disease
  • Avoid potential legal headaches

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs, CPE-1.5 hrs
1h 15m
Session Schedule