7 Steps to Protect You & Your Client w/Diminshed Mental Capacity

 

Event: "7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity" Webinar

Presenter: Bob Mauterstock, CFP®

Date & Time: February 21, 2017 / 10:00am-11:00pm PST / 1:00pm-2:00pm EST

Event Description

What do you do when you discover that one of your clients has a diminished mental capacity? If you don't know what steps to take to protect your client and your practice, both may be at risk. 
 
In this workshop you will learn the best practices to follow when one of your clients has a loss of memory. You will develop a protocol to use with every client you suspect may have diminished mental capacity. You will learn the skills to develop a relationship with the client's entire family and become their trusted adviser for future generations. 
 
Remember it is not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.

Learning Objectives

  • Learn how to develop a protocol to use with every client you suspect may have diminished capacity.
  • Learn the skills to coordinate and run a family meeting to develop a relationship with the client’s family.
  • Learn the best practices to support a client who may have diminished capacity.

Bio

For 33 years, Robert Mauterstock, CFP®, CLU, ChFC was a financial advisor to hundreds of families in Connecticut. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, CT. Bob specialized in eldercare planning, retirement income planning and investment management. Bob retired at the end of 2009 and has been speaking throughout the U.S. on the importance of Intergenerational Planning.

Bob wrote his first book in 2008 entitled, “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents”. He wrote his second book, “Passing The Torch, Critical Conversations With Your Adult Children’ in 2015. He has just completed an Ebook entitled “CFP® Safeguard, Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity” Bob graduated with a BA in Psychology from Princeton University and an MA in Education from the University of Connecticut. He served as a Naval Aviator from 1969-1974.

1 CEU Credit Pending Acceptance

 


NON-M.Q. LICENSEE RATE—$50.00

M.Q. LICENSEE RATE*—FREE - Please use link from the event page on the MQ Calendar

*M.Q. Licensee Rate applies to current Financial Life Planning Tools, Purpose-Based Planning™ Tools, and First Step Cash Management System™ Licensees.

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