21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
A1. A Case Study in Caution: Navigating Blended Families in the Modern Era
Speaker:
Stuart Bear
,
Elizabeth Henry
,
Francis Rondoni
Mon, 8:00 am - 9:20 am
The modern family brings a new set of challenges for advisers, especially when complex family dynamics are involved. Elder abuse is on the rise, and you’re uniquely positioned to recognize and prevent it. Learn to determine your clients’ mental capacity for making decisions, address undue influence from others and understand your role in the midst of difficult family situations.
NASBA field of study: Specialized Knowledge - Technical (1.5)
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