This webinar is designed for financial advisors and other professionals to learn about resources and options available to assist elderly clients and their families with issues that arise in the continuum of the aging process, specifically with regard to care management, daily money management, and estate planning. The program panelists will feature our guest speakers: Nancy Fagan, CMC, of Elder Tree Care Management and Leah Nichaman, PDMM, of Everyday Money Management.
Melinda Merk, JD, LLM, and Elizabeth Gray, Esq., CELA, will discuss the legal considerations and estate planning documents necessary for clients to appoint a trusted family member, professional or advisor to handle financial and health care decisions in the event of incapacity. We will also discuss how to protect against elder fraud and abuse and what to do if you suspect it, and offer other tips to help your aging clients and their families to be prepared if and when a crisis situation occurs.
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