Overall Rating: 4.8 /5
Approximately 25% of adults aged 65 and older are living with either Mild Cognitive Impairment or Alzheimer’s disease/related dementias.
Thus, a significant portion of your older clients are at risk of financial exploitation and loss of financial autonomy due to cognitive impairment. Financial advisors can play a key role in protecting their clients from these circumstances.
This webinar will provide a primer on how cognitive function changes across the adult lifespan, how to differentiate between typical age-related cognitive decline and dementia, lifestyle behaviors that help maintain good cognitive function and reduce dementia risk, how to detect financial elder abuse, and steps that can be taken if a client shows signs of cognitive impairment.
In "Aging and the Impact of Cognitive Impairment on Retirement: How to Detect it and What to Do for Your Clients" by Dr. Quinn Kennedy, you will:
- Learn about the typical cognitive aging process and how it differs from Alzheimer’s disease;
- Discover strategies to maintain good cognitive function and reduce dementia risk;
- Gain a better understanding of the ways in which cognitive impairment negatively impacts retirement savings and financial autonomy;
- Better understand how to detect financial elder abuse;
- Learn actions that advisors can take before and after their clients become cognitively impaired.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Quinn Kennedy, PhD, Director of Aging Research at neuroFIT.
Meet Quinn Kennedy, PhD, Director of
Aging Research at neuroFIT
Retirement planning experience
Dr. Quinn Kennedy earned a PhD in Psychology and completed postdoctoral training in Cognitive Aging, both at Stanford University. She is the Director of Aging Research at neuroFit. Dr. Kennedy has over 20 years of research experience in investigating factors that affect older adults’ decision making, memory and performance.
Retirement planning thought leadership and expertise
Dr. Kennedy’s research has been recognized through multiple awards, grants, and peer reviewed journal publications including Psychological Science, Psychology of Aging, and Journals of Gerontology. With her collaborators, her work has been featured on Channel 2 news, NPR, The New York Times, San Francisco Chronicle, and Science. Dr. Kennedy is a popular speaker on healthy cognitive aging, conducts the workshop, Planning for your late life brain: habits you can build now to maintain cognitive function later, through Stanford Continuing Studies, and is a guest contributor to Psychology Today. She has partnered with Peter Johnson of PW Johnson Wealth Management with an online webinar series designed to illustrate why cognitive boosting activities should be incorporated into retirement planning. Through her consulting business, Dr. Kennedy works with companies to incorporate lifestyle activities that promote good cognitive function into their business model.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Do you need more than four hours of CE?
Then become a Subscriber! Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.
Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.
Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.