
Dementia can wreak havoc on personal finances. But it doesn’t have to.
An introduction to holistic financial planning and how to make your’s dementia-proof.
The lessons I learned with dementia have shaped my work as an Advice-Only Holistic Financial Planner. I have spent years figuring out how to mitigate the risks dementia can pose to personal finance.
It often shows up in my work – the nature of Financial Planning work makes it hard to hide. And I have personal experience too:
My Mom’s memoir Dementia Widow mentions me as she details her journey with my Step-Dad in his dementia.
My Dad died of final stage Alzheimer’s the year after my Step-Dad’s death.
In this free, one hour online webinar. I introduce:
– holistic Financial Planning,
– how dementia can show up in planning engagements,
– how to make your plans dementia-ready,
– why that’s a good idea even if you never have to deal with dementia after all.
And I will leave time for your questions.
So come ready to make the most of me!
To register for this event email your details to heather@heathermcleodwealth.ca
Date And Time
10-13-2026 @ 03:00 PM
