Guiding clients with diminishing mental capacity – Part 2 | PFP learning library podcast
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Guiding clients with diminishing mental capacity – Part 2 | PFP learning library podcast

2 months ago · 15 min listen

CPA financial planners are in a position to be one of the first to spot cognitive decline with their clients. Knowing what signs to look for and what to do next can go a long way towards protecting your aging clients. In this episode of the PFP Section podcast, Reina Schlager, CPA/PFS, discusses:

  • The nine domains of diminished capacity

  • Warning signs that may be connected to dementia and memory

  • How to be more connected and alert to decline with your clients

  • Establishing relationships with successor trustees and durable POAs


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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.


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