2018 Calendar of Events:
Wednesday, February 21, 2018: Economic Update~Federal Reserve
Wednesday, April 25, 2018: Ethics with Brett Danko
Wednesday, June 6 2018: Speaker to be determined
Tuesday, Sept. 25, 2018: West Shore Country Club, Joint meeting w/ EPC Central PA
Wednesday, December 5, 2018: Speaker to be determined
Our next chapter meeting is
Seminar: 8:30 AM - 12:00 PM
*Red Lion Hotel, 4751 Lindle Road, Harrisburg, PA*
"7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity"
Robert Mauterstock, CFP®, CLU, ChFC
What do you do when you discover that one of your clients has a diminished mental capacity? If you don't know what steps to take to protect your client and your practice, both may be at risk.
Learn the best practices to follow when one of your clients has a loss of memory. You will develop a protocol to use with every client you suspect may have diminished mental capacity. You will learn the skills to develop a relationship with the client's entire family and become their trusted adviser for future generations.
Remember it is not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.
For 33 years, Robert Mauterstock, CFP®, CLU, ChFC was a financial advisor to hundreds of families in Connecticut. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, CT. Bob specialized in eldercare planning, retirement income planning and investment management. Bob retired at the end of 2009 and has been speaking throughout the U.S. on the importance of Intergenerational Planning.
Bob wrote his first book in 2008 entitled, “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents”. He wrote his second book, “Passing The Torch, Critical Conversations With Your Adult Children’ in 2015. He has just completed an Ebook entitled “CFP® Safeguard, Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity” Bob graduated with a BA in Psychology from Princeton University and an MA in Education from the University of Connecticut. He served as a Naval Aviator from 1969-1974.
“ Building retirement income for business owners and key employees”
Christine Travis, ChFC, CLTC
Nationwide, Eastern Pennsylvania
Applications have been submitted for
3.0 Credit Hours CPA, CFP, PA Insurance
Platinum Sponsors - Full Year Sponsors
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Our mission is to promote and enhance the financial planning profession with integrity to its members, clients, and the community through quality education, public awareness, networking and mentoring.