Waning Mental Capacity - Empathetic Strategies

Thursday, February 20, 2025
Webcast or Webinar, Online
1:30 PM - 2:30 PM (opens at 1:00 PM) EST
1Credits
Behavioral

Registration is Open

Members
$39.00 Regular Price
Non-Members
$59.00 Regular Price

CPE PowerPass Users

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$20.00 Members / $28.00 Non-Members
Course Type: Webcast
Course Code: 24/AC172526
Level: Overview
Vendor: ACPEN
Field of Study: Specialized Knowledge

Overview:

When a client begins showing signs of waning mental capacity, it can be difficult to determine what the correct approach should be. Increase your understanding of mental impairments, from dementia to psychiatric issues, and discuss empathetic strategies for determining if a client has the necessary capacity to make important financial decisions.

 

Objectives:

  • Analyze various mental impairments, including dementia and psychiatric issues, to develop empathetic strategies for assessing clients' capacity to make significant financial decisions, while considering the impact of diminished capacity on business practices and navigating the balance between regulatory requirements and client empathy

Major Topics:

  • Framing how clients with diminished capacity impact how we do business
  • The challenge of balancing regulation and client empathy
  • Empathy tips and resources

Major Topics:

  • Framing how clients with diminished capacity impact how we do business
  • The challenge of balancing regulation and client empathy
  • Empathy tips and resources

Designed For:

CPAs, Attorneys, Financial Planners and anyone with an interest in eldercare issues

Prerequisites:

None