Description
Before a client’s physical and/or cognitive abilities begin to fail, it is imperative that you have procedures in place to protect them and your firm. Equip yourself to fully explain the range of documents that all clients need to complete. Learn the difference between Alzheimer’s and dementia, how to recognize signs of diminished
capacity, and standard office protocols that protect your clients and you. Find out how to guide clients through all stages of life, so you serve them and the next generation.
Learning Objectives
Formulate a comprehensive list of documents to have in place that protect the client and your firm in the face of the inevitable aging process.
Learn about the definition and nature of dementia, the signs, and what to watch for.
Develop a standard office protocol that ensures mutual protection, compliance, and connection to the next generation.