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Guiding clients with diminishing mental capacity: Summary {PFP Section}
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Manage episode 301946706 series 2293825
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.
- Podcast series: Part 1: Client experiences
- Podcast series: Part 2: The 9 domains of diminished capacity
- Podcast series: Part 3: The 10 warning signs
- Podcast series: Part 4: Planning while clients are well
- Podcast series: Part 5: Housing alternatives
- Guide to Retirement and Elder Planning: Healthcare Coverage Planning
- Guide to Retirement and Elder Planning: Social Security Planning
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.
246 episodi
Guiding clients with diminishing mental capacity: Summary {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
Serie archiviate ("Feed non attivo" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Feed non attivo status. I nostri server non sono riusciti a recuperare un feed valido per un periodo prolungato.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 301946706 series 2293825
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.
- Podcast series: Part 1: Client experiences
- Podcast series: Part 2: The 9 domains of diminished capacity
- Podcast series: Part 3: The 10 warning signs
- Podcast series: Part 4: Planning while clients are well
- Podcast series: Part 5: Housing alternatives
- Guide to Retirement and Elder Planning: Healthcare Coverage Planning
- Guide to Retirement and Elder Planning: Social Security Planning
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.
246 episodi
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