Webcast
CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Join this session to discuss ways to protect your clients financially and ensure a smooth transition of care.
Join us to listen to a recent podcast by Reina Schlager, CPA/PFS, RHU, a personal financial specialist with Schlager, Schlager & Levin, on guiding clients with diminished capacity. A facilitated discussion will follow. This session will cover:
Basic
Online pre-registration for this event is now closed.
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