As clients age, financial advisors increasingly encounter issues related to diminished or lost capacity. This session explores how to identify these changes, adapt advice, and understand when to take instructions from an attorney.
Through practical case studies, presenters Ann Janssen and Sam Janssen offer guidance and strategies for managing these challenges, building on their well-received FAAA Congress panel.
Date: 27 August 2025
Time: 11:00 am AEST
Click here to access the slide deck or here to watch the recording.
You can also find contact information on Elder Abuse assistance here.
Event Details
Date:
Aug 27 to Aug 27 2025
Type: Virtual