American Institute Of Cpas - Personal Financial Planning (pfp)

Have you been faced with how to best support clients when you see that their money behavior has changed? With the prevalence of dementia and Alzheimer’s and the related impact on cognitive function, you may very well observe the signs that something is off before others in the family notice. Tune in to this episode of the PFP Section podcast to hear money and memory expert Christine Moriarty answer the following questions: What are the key points to notice about memory loss? What is the difference between dementia and Alzheimer’s? How can CPA financial planners be proactive with these matters from the beginning of the engagement? What preventative steps can be taken to protect a client’s finances?  This podcast is dedicated in loving memory of Christine Moriarty’s sister, Mary Ellen. 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.  Read Christine’s recent art