Among the many challenges facing seniors today, there are two that can pose significant threats to an individual’s financial well-being: dementia and Alzheimer’s disease.

With an increased awareness of the impact of these conditions on today’s aging population and the ever-increasing evidence of financial abuse and manipulation by others of this vulnerable age group, it’s important that CPAs and financial professionals develop tools within their practices to identify when clients may be at risk.

We’ve compiled a guide offering the following and more in order to help you better serve your aging clients:

  • Guidance on understanding and recognizing common indicators of elder financial abuse and how to report suspected incidences.
  • Insights into the nature and signs of dementia and Alzheimer’s disease.
  • Recommended actions to take to protect vulnerable clients.
  • Resources you can share with your clients and their families.
  • Educational opportunities.

Could one of your clients be at risk?

We are also excited to offer a simplified “self-quiz” that you can use to review your own observations related to a client’s activities and learn what steps you should take to ensure he or she is protected. The quiz is completely anonymous and offers the option of printing out your responses to use in a client meeting.

take quiz

 

Fill in the form below to download our “Serving Senior Clients” guide.

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1st Global

12750 Merit Dr., Ste. 1200   |   Dallas, TX 75251
800-959-8461   |   LearnMore@1stGlobal.com   |   www.1stGlobal.com

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.