2017 FPA Retreat


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. Learn the best practices to follow when one of your clients has a loss of memory and develop a protocol to use with every client you suspect may have diminished mental capacity. Develop 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.


Level of Complexity: Overview

Course Information
Course Date:
April 26, 2017
Course Objectives
  • Identify best practices to support a client who may have diminished capacity.
  • Learn the skills to coordinate and run a family meeting to develop a relationship with the client’s family.
  • Develop a protocol to use with every client he/she suspects may have diminished capacity.
7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
Speaker Information
Bob Mauterstock  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$19.00
Non-Member Price:$29.00