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March 2020 Chapter Meeting
March 13, 2020 @ 11:30 am - 1:30 pm
Due to increasing concerns about Coronavirus, our executive committee decided to cancel our chapter meeting this Friday, March 13, 2020.
We will work with Dr. Jim McCabe to reschedule his presentation to potentially be held at our November 13, 2020 chapter meeting.
Meals will be prepared for Friday’s meeting as planned but will be donated to a local shelter. Maggiano’s has been very understanding of the situation and was very happy for the opportunity to prepare food for donation.
We apologize for any inconvenience this change causes but hope you will join us at a future event.
Overview:
When an individual is suffering from diminished capacity, she is exposed to a number of risks, including: elder abuse, undue influence and physical harm. As an advisor, what do I do? Are there limits in terms what I can and can’t do without creating liability for myself and my practice? How do I approach this difficult conversation with my client? When can I share information with other stakeholders? Are there resources in the community to assist clients and their families in these situations?
Topic: Advising Clients Effectively in the New Environment. What to do About Aging Clients and Diminished Capacity.
Speaker: Dr. Jim McCabe
Featured Partner: Mike Sukle, NFP
Location: Maggiano’s Little Italy
About the Speaker:
Dr. Jim McCabe is the President of Eldercare Resources, a geriatric care management company that specializes in eldercare and case management services. Over a period of more than 30 years, Dr. McCabe has assisted hundreds of families with planning in the areas of eldercare and long term care planning.
Jim was a member of FPA for a number of years and at one time served on the Board of The Financial Planning Association in Phoenix, Arizona. He has been a frequent presenter to the FPA and has consulted extensively with estate planning professionals, attorneys, and financial advisors. Some of his clients have included: Cisco Systems, Harris Trust and The Federal Reserve Bank.
Dr. McCabe also lectures at University of California, Berkeley and San Jose State University
He holds Masters Degrees from the University of Hawaii and earned his PhD at the University of California, Berkeley. Jim and his wife Deborah make their home in Pleasanton, CA
Cost:
Early Registration $45 FPA members, $70 Non-members, $25 Students.
At the door $65.00 for FPA members, $85 Non-members, $35 Students.
Registration: Click here to register