• When and how should they address their concerns?
• What, if anything, can be done proactively to protect everyone involved?
• What ethical principles and standards come into play?

• Components and developmental trajectory of financial competency
• Differing presentations of financial incapacity
• Best practices to implement before decline sets in
• Issues arising from significant health diagnoses, mental health crises, and dementia
• Communication tips 
• Boundary setting

Register in advance for this webinar:
https://us06web.zoom.us/webinar/register/WN_xqQ27ZT1T-6WMsYUsfx_aw


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Webinar Speakers

Dr. Moira Somers (Psychologist, family wealth consultant, and executive coach @Money, Mind, and Meaning)
Dr. Moira Somers is a neuropsychologist, author, and financial psychologist. In her clinical practice, Dr. Somers works with patients facing life-threatening diseases and cognitive decline. She consults extensively to financial professionals and businesses on issues relating to cognitive incapacity, behavioral economics, and advice implementation. Although Canada is her home, her client base is international.

Dr. Somers is a faculty member at the Ultra High Net Worth Institute and at the Financial Transitionist® Institute. She leads the Financial Psychology Special Interest Group for the American Psychological Association.  She is a featured guest and writer for many financial advising/family office podcasts and publications. 

Her book, Advice that Sticks: How to Give Financial Advice that People Will Follow, tackles the problem of unimplemented financial advice. 

https://moneymindandmeaning.com/

Dr. Carolyn McClanahan, M.D., CFP® (Founder of Life Planning Partners, Inc. @Life Planning Partners, Inc.)
Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at the University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she moved to teach at the University of Florida, Jacksonville. She also worked in various emergency departments in the Jacksonville area.

Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.