The Retirement Planning Issue No One Wants to Discuss: Diminished Decision-Making Capacity

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This session covers how financial advisors can help clients with their concerns over cognitive decline. This includes identifying and defining diminished capacity, how to build contingencies into retirement and estate planning, and steps to consider if and when those contingencies occur.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Why this area of planning is important for financial advisors to understand, both in terms of planning and liability
• The basic documents that can be created in advance to address cognitive decline
• Procedures advisors can (and sometimes must) take in dealing with clients with diminished capacity

Presenter

Steve Parrish, JD, RICP^®, CLU^®, ChFC^®, AEP^®

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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