The Warning Signs of Cognitive Impairment and The Impact to Financial Planners

The October 2021 PridePlanners Knowledge Circle will be held on Tuesday, October 12th at 12 pm ET.

Guest speaker Frank Summers, with Cetera Investors will be presenting, "The Warning Signs of Cognitive Impairment and The Impact to Financial Planners."

Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs. Attendees will also learn tips for approaching someone with memory concerns and what resources are available to you so that you can best guide your clients.

- Financial decision making is crucial to independent living. Cognitive decline robs one of that ability. Early intervention is key and knowing the signs is especially important to those who only see the affected person a few times a year.
- Risk greater for LGBT+, African-Americans and Hispanics/Latinos
- The expected explosion in growth + competition for quality care facilities = strong need for long term care planning
- Estate planning must happen when person is cogent.
- Elder fraud rampant and cognitive decline creates exposure.

Frank Summers is a planner with Cetera Investors. He focuses his practice on working with the LGBT community and special needs planning. He has worked in financial services for 30 years, including positions at Allmerica Financial and MetLife, before beginning his planning practice in 2018.

Frank is active with several non-profit organizations including the Alzheimer’s Association. He founded Rainbow Foster Network, focused on LGBTQ+ kids in foster care. While he is a Bostonian at heart, he’s now based in Charlotte, NC with his  two cats, who enjoy making guest star appearances during zoom meetings. 

Approved for 1 CFP CE Credit

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