What To Do When Clients Can No Longer Make Decisions
Abstract: In this course, we’ll discuss how to ethically handle situations in which client decision-making capacity is unexpectedly uncovered as a concern. You’ll leave understanding the various forms of cognitive incapacity and be able to spot the red flags that can indicate compromised decision-making capacity. You will learn a series of questions that you can ask to help you determine whether capacity is intact or questionable. We will also discuss the likelihood of cognitive recovery based on the cause of the possible incapacity and learn about appropriate referrals to guide your ultimate decision-making. All of this will be in the context of ethical guidelines for professional practice. Case examples will be used to help illustrate and practice adhering to ethical standards in various scenarios.
Karen Pollard, PsyD - Dr. Pollard has over 10 years of experience as a clinical neuropsychologist. She recently left the healthcare system in order to focus on prevention of memory loss, which is why she started Brain Wellness, International. In order to help people protect their brains for the future, she provides memory training workshops and also conducts baseline neuropsychological evaluations. She believes so strongly in the value of baseline evaluations that she began recommending them to friends and family long before she was in the business of conducting them. Her goal is to eliminate the fear that surrounds the prospect of memory loss. In her personal life, Dr. Pollard is a married mother of two young daughters. For fun, she enjoys swimming, playing the piano, and playing poker.
Bonnie Cienek, CFP® has over 30 years of experience in financial planning and investment management. She began her career with Merrill Lynch before joining TFA in 2004. As a CERTIFIED FINANCIAL PLANNER™ professional, Bonnie provides a personalized, comprehensive and holistic approach to helping clients accomplish their financial planning objectives and goals, as well as helping them to navigate through life transitions, e.g. divorce, death of a spouse, retirement. Bonnie resides in Greensboro with her daughter, Katie. She enjoys travel, the symphony and giving back to the community through volunteer work with various charities.
Dennis Toman, JD - With all of his North Dakota grandparent farmers, Dennis learned quickly what hard work, being frugal and planning ahead for hard times meant. As an Elder Care and Estate Planning attorney today, Dennis continues those values, and seeks to serve clients who need trusted guidance through uncertain times.Dennis founded The Elderlaw Firm with a mission of planning and protecting for local families, to be better prepared for elder care and other legal issues for the second half of life.
2 hrs CLE, CFP, CPE and NC Ethics CIE
NC DOI Course 209369
September 18, 2018
Starmount Forest Country Club
7:30am Registration and breakfast
8:10am Class begins
10:00am CE ends