Tips and options to mitigate the risks dementia brings to your Financial Planning

An introduction to some of actions that might mitigate the risk of dementia in your family’s financial plans and management strategies. A small group – to ensure you get the information that interests you most.

Dementia edges in. It is often hard to be certain it is impacting your life except (perhaps) in retrospect. This makes it a particularly acute risk when it comes to your finances.

Yet it is something too many of us come to have to manage.

Financial planning conversations are something of a Dementia-test, particularly when I have worked with my client for years before it’s onset. I have been the first person to confirm a spouse’s suspicions – more than once. Ideally this is something we have already planned for as a risk. Dementia requires putting that plan in action (if you have one yet), adapting strategies, often a change in roles.

An introduction to some of the options most commonly helpful in mitigating the risks dementia bring to financial management, with plenty of time to discuss.

Monday February 23 starting at 11 am EST
Tuesday March 12 starting at 3 pm EST
Registration limited.

Email Heather@HeatherMcLeodWealth.ca to register

Include your name, province, email address and date you wish to attend.
You’ll get a confirmation within 24 hours, and the link the morning of the webinar.