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Clients & Their Cognitive Decline Logo aicpa

  Ted Sarenski |   Free |   AICPA |   27 May 2015 |

In this podcast, Ted Sarenski discusses practical strategies in working with your individual clients as they experience the cognitive decline that comes with the natural aging process as well as what signs to look for and how to respond. 

Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning: Non-financial considerations, Foundational