What You'll Learn
Dementia changes everything—how decisions are made, who can make them, and when critical planning opportunities may be lost forever. Yet many end-of-life plans are created without fully accounting for the realities of cognitive decline, leaving families, advisors, and care teams unprepared when…
Tom Dickson
Financial Experts Network
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Dementia changes everything—how decisions are made, who can make them, and when critical planning opportunities may be lost forever. Yet many end-of-life plans are created without fully accounting for the realities of cognitive decline, leaving families, advisors, and care teams unprepared when dementia becomes part of the equation.
In this webinar, Veronica Darling and Jessica Empeno, bring together legal, clinical, and planning perspectives to help advisors and professionals better guide clients when dementia is a possibility, a known risk, or an early diagnosis.
What You’ll Learn
From the Legal Perspective:
- Which estate planning and end-of-life documents are and are not effective once dementia is present
- Common legal pitfalls in dementia-focused planning (capacity issues, timing risks, and document limitations)
- How advance directives, powers of attorney, and other planning tools may fail—or succeed—depending on how and when they are drafted
- Key legal concerns that arise when clients attempt to plan too late
From the Clinical Perspective:
- Dementia as an illness: types, progression, and what families can realistically expect over time
- How cognitive decline affects decision-making, communication, and autonomy
- Practical guidance on how to begin difficult conversations after a dementia diagnosis
- Supporting clients and families as values, preferences, and abilities evolve
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.