RIIA®’s Summer Conference will provide a unique opportunity for individuals who are planning to sign up for the September RMA® Online Class to meet RMA graduates, RMA faculty, key lawyers and consultants working on compliance issues and business model toolkits for the DOL Fiduciary Rule, as well as executives from institutional members, sponsors and partners. Since this is … {...}
7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
Date/Time
Date(s) - 06/15/16
12:00 pm - 1:00 pm
Categories No Categories
Robert B. Mauterstock, CFP®, CLU, ChFC offers best practices to follow when one of your clients has a loss of memory. Remember, it’s not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.
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