March 2020 Chapter Meeting Luncheon

CANCELED

  

Advising Clients Effectively in the New Environment
What to do About Aging Clients and Diminished Capacity

Speaker: Dr. Jim McCabe

Featured Partner:  Mike Sukle, NFP

This event has been canceled due to growing concerns surrounding the coronavirus. We apologize for the inconvenience. This presentation is expected to be rescheduled for a later date. Meals from this event will be donated to a local shelter.

Meeting Description 

When an individual is suffering from diminished capacity, she is exposed to a number of risks, including: elder abuse, undue influence and physical harm. As an advisor, what do I do? Are there limits in terms of what I can and can’t do without creating liability for myself and my practice? How do I approach this difficult conversation with my client?  When can I share information with other stakeholders? Are there resources in the community to assist clients and their families in these situations?

1.5 hours CE available, pending approval by the CFP Board.

Speaker Biography

Dr. Jim McCabe is the President of Eldercare Resources, a geriatric care management company that specializes in eldercare and case management services. Over a period of more than 30 years, Dr. McCabe has assisted hundreds of families with planning in the areas of eldercare and long term care planning.

Jim was a member of FPA for a number of years and at one time served on the Board of The Financial Planning Association in Phoenix, Arizona. He has been a frequent presenter to the FPA and has consulted extensively with estate planning professionals, attorneys, and financial advisors. Some of his clients have included: Cisco Systems, Harris Trust and The Federal Reserve Bank.

Dr. McCabe also lectures at University of California, Berkeley and San Jose State University. He holds Masters Degrees from the University of Hawaii and earned his PhD at the University of California, Berkeley. Jim and his wife Deborah make their home in Pleasanton, CA.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing is available through March 9th:           

• FPA Members and First Time Visitors:  $45
• Non-Members:  $70
• Students:  $25
  

After March 9th:

• FPA Members:  $65
• All Non-members:  $85
• Students:  $35
  

Online Registration is open through Monday, March 9th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, March 10th.

Register Now!