The fastest growing segment of our population are those people over 85. But the Alzheimer’s Association has predicted that 46 percent of them will develop some form of dementia. Experts have projected that 10 million baby boomers will be diagnosed with Alzheimer’s disease. This presentation will give you the skills to deal with this problem and develop a strategy to protect yourself and your clients.
You Will Learn:
- How to recognize those clients with diminished mental capacity
- A protocol to assist those clients and their families and protect your practice
- The skills to run a successful family meeting
For 35 years Bob Mauterstock was a financial adviser to hundreds of families in Connecticut. Bob became a registered investment adviser in 1982. He achieved the designation of Certified Financial Planner in 1987. In addition he was a Chartered Life Underwriter and Chartered Financial Consultant. He became certified in long term care in 2005.
Bob retired at the end of 2009. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, Connecticut. Bob specialized in retirement income planning, long term care planning and investment management. He has written several books including “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents.”
Since he retired Bob has been speaking to groups throughout the country regarding the importance of creating a dialogue between seniors and their adult children.
He has been interviewed on NPR and other radio stations as well as appearing in the press numerous times. With his two partners, Annalee Kruger and Robert Powell, he has created an online course for financial advisors “The Certified Elder Specialist Program”. You can learn more about this program at his website www.plan4lifenow.com.
Registration Fee: $0 FSP Members | $19 Non-Member
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
Educational Level: Intermediate
CE Credits: There are no CE credits available for this program.
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 12:00 pm MT
10:00 am – 11:00 am PT