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Managing Aging Investors in the “Grey Zone” between Competence and Incompetence
September 8, 2017 @ 11:30 am - 1:30 pm
Meeting Description
Many of our clients are aging. Learn from a fascinating case study presented by Rob Lyman, CFP® of Johnson Lyman Wealth Advisors, based on the actual transition of a client from capacity to incapacity. Carolyn Rosenblatt, RN and Dr. Mikol Davis will be on hand to comment on the case, alerting us to early warning signs, and making recommendations that will make this transition far easier for both clients and advisors. It is only a matter of time before one of your clients is faced with this issue – don’t miss this valuable presentation so that you can be prepared when it happens to you!
Learning Objective: Learn the early warning signs of a client slipping into incapacity, how to effectively prepare your clients in advance, as well as how to properly respond when the time comes.
Level of Complexity: Intermediate
1.5 hours CE available, pending approval by the CFP Board.
Featured Partner: Patrick Clancy, Litman Gregory
Panelists’ Biographies
Carolyn Rosenblatt, RN is a registered nurse and an attorney with 40 years of experience in her combined professions. She is a consultant to individuals and families struggling with aging related issues and is a mediator for families in conflict. She is the author of “The Boomer’s Guide to Aging Parents” a nine-part series offering practical solutions to common legal and healthcare problems.
Dr. Mikol Davis is a licensed clinical psychologist with 30 years of experience in the mental health field. He is a family conflict specialist and has a special interest in aging issues, particularly in assessing the capacity of elders in making decisions. He has expertise in depression and anxiety.
Together Ms. Rosenblatt and Dr. Davis are the founders of AgingParents.com and AgingInvestor.com.
Rob Lyman, CFP®, is President and CCO at Johnson Lyman Wealth Advisors, a Wealth Management firm in Los Altos. Rob has been serving clients for 15 years. Rob’s firm recently had the experience of a client losing capacity, and has constructed a case study based on that experience which will be shared in the presentation.
Pricing and Registration
Advanced pricing is available through September 4th:
- FPA Members and First Time Visitors: $40
- Non-Members: $60
After September 4th:
All Members and Non-members: $60
Online Registration is open through Monday, September 4th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after 12:00 pm on Tuesday, September 5th