7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity

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Date/Time
Date(s) - 06/15/16
12:00 pm - 1:00 pm

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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.

Register here.

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