Jul 17, 2020
Guests: Julie Papievis and Jim Sullivan, CPA/PFS
With the first wave of baby boomers turning 75 and 6 million
Americans impacted by Alzheimer’s disease, it is important to
understand the physical, mental, and financial nuances. As a CPA
financial planner, you can give your aging clients and their
families peace of mind as they embark on this daunting journey. In
this episode, Julie Papievis will guide you to help your clients by
answering the following questions:
- What is Alzheimer’s disease and its pathology and
- How do you create a Care Budget and a Care Balance Sheet as
part of your client’s financial plan?
- What skills will help you bring value to your newly diagnosed
client and their family?
Access the related resources from this podcast:
The episode is brought to you by the
AICPA’s Personal Financial Planning Section, the premier
provider of information, tools, advocacy and guidance for
professionals who specialize in providing tax, estate, retirement,
risk management and investment planning advice and by the CPA/PFS
Credential program which allows CPAs to demonstrate competence
and confidence in providing these services to their clients. Visit
us online at
www.aicpa.org/pfp to join our community and gain access to
valuable member-only benefits.
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