How do you know when a client who seems to be struggling with memory loss can still manage his or her finances? How can you help a family make a good decision about whether that family member can continue to manage the finances?
During this workshop, we’ll share a tool developed by Plans4Care that generates an Everyday Function Scale which offers insights into the abilities of a person with dementia. The scale offers guidance as to whether or not a person with dementia can still manage money, for instance. The Everyday Function Scale can help you and your clients make informed decisions to protect those with memory loss and a dementia diagnosis.
Denise M. Brown, who develops caregiving coaching programs, will be joined by Sandra D. Adams, CFP®, partner with Center for Financial Planning, Inc., and Eric Jutkowitz, PhD, co-founder of Plans4Care. They’ll share how a financial planner could use the Everyday Function Scale with clients and when it may be helpful to refer clients to coaches, like Certified Caregiving Consultants, for more personalized support. They’ll walk through a case study of how the tool supported a family impacted by a dementia diagnosis.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.
Denise launched The Caregiving Years Training Academy in April 2020 after selling CareGiving.com, an online community she launched in 1996, to Ohio’s Hospice in March 2020. In January 2016, Denise debuted the Certified Caregiving Consultant training program which helps former family caregivers launch a business to help current family caregivers. The program also helps professionals who work with family caregivers communicate effectively and offer the right resource at the right time. She has since added additional programs, including the Certified Caregiving Advocate, Educator, Facilitator and Specialist training programs.
Eric Jutkowitz, PhD is the Co-founder and CEO of Plans4Care. He is health services focused on improving the nation’s long-term care system. He co-founded Plans4Care to bring evidence-based dementia care out of the university and into the hands of all family caregivers.
Sandra D. Adams, CFP®, is a Partner and CERTIFIED FINANCIAL PLANNER® professional at Center for Financial Planning, Inc.®. Having joined The Center team in 1996, Sandy has more than 25 years of financial planning industry experience. She was nationally recognized by Forbes as a Top Woman Wealth Advisor Best-in-State in 2025 for the sixth consecutive year, and recognized on Forbes’ 2025 Best-in-State Wealth Advisors list.
Sandy specializes in Elder Care Financial Planning and is a frequent speaker on related topics.