Speaking Topics

Financial Advisors

Alzheimer’s, Dementia and Financial Vulnerability: What Wealth Managers and Trust Officers Need to Know

Reduce the risk of your client’s financial losses by spotting the earliest signs of memory loss during the “pre-dementia” phase of mild cognitive impairment.
Protect your client’s assets by knowing the symptoms of the 5 main types of dementia and who is at risk for each type.
Save yourself and your team stress and hours of lost time dealing with family dissent, arguments, and anger due to poor financial judgement of your client.
Keep your aging client your client for more years of working together: losing the majority of one’s wealth doubles the risk of your client dying.
Outsmart the competition by offering a higher level of senior safety measures than they do.
Decrease your own risk of liability or negative publicity if exploitation or poor cognitive judgement affect savings.

$36.5 BILLION Elephant in the Room: Elder Financial Abuse’s Annual US Price Tag

Protect your client’s assets by using tools to discern who gets scammed and why.
Protect your future fees from being negatively impacted by elder financial abuse.
Become an expert on empowering your clients to avoid common scams.
Reduce the risk of inadequate documentation about a client’s memory loss.
Improve your ability to detect an ill-willed (un-trusted) contact.

Confused About Confusion? The 3 D's: Dementia, Depression and Delirium

Prevent missing an atypical memory loss scenario: know the signs 5 main types of dementia: and all the symptoms that come with them.
Keep newly widowed clients safe during this vulnerable time by understanding grief vs depression.
Prevent getting fooled by clients whose cognition fluctuates with medication and medical conditions.

Mild Cognitive Impairment (MCI): The Earliest Financial Capacity Changes

Prevent those with 70% of wealth from losing a lifetime of savings during the pre-dementia phase of mild cognitive impairment; years prior to Alzheimer’s being diagnosed.
Boost your confidence and time efficiency through optimal conversations with clients and trusted advisors when financial performance and judgement errors occur.
Use “Senior Investors’ Best Practice” techniques and technology to prevent negative wealth shock, premature bankruptcy or death.
Acquire your client’s adult children and grandchildren as YOUR clients through mutual goals of saving their inheritance and keeping their parents safe by dealing with memory issues.

The Teller Becomes a Detective: Banking Errors in Mild Cognitive Impairment

Prevent loss of your clients' funds due to the nearly 40% decreased financial judgment that occurs BEFORE it is physically obvious your customer has Alzheimer’s!
Avoid post-crisis family/heir accusations of your bank by spotting bill payment errors and abnormal investment decisions which drop by over 30% BEFORE it is physically obvious your customer has Alzheimer’s!
Save your bank money and protect your local reputation by catching the 20% drop in checkbook and bank statement management BEFORE it is physically obvious your customer has Alzheimer’s!
Become a life-saver, and keep your customer’s for years longer! Negative wealth shock (losing 75% of income in 2 years) doubles mortality and kills your clients.

Stages of Alzheimer’s: What Bank Professionals Need to Know

Protect your customer and bank from losing tens or hundreds of thousands of dollars via coercion by scammers, opioid addicted “loving” relatives, and fake romances by knowing how each stage of Alzheimer’s presents by mood, and memory patterns.
Increase your confidence in knowing that your client is in danger: don’t waste time second-guessing the next steps (SARS, reporting to authorities).
Spot banking behaviors that are typical of memory loss or elder exploitation, saving your bank from embarrassing situations of missing a case of elder abuse or bankruptcy from demented decision-making.

The 5 Top Dementias: Who Gets What?

Outrun your competition with your customer advocacy by learning that all dementias are not alike!
Avoid bankruptcy in a younger person with an early (younger) onset Alzheimer’s disease or frontotemporal dementia that you would not suspect due to age.
Elevate your elder financial exploitation risk assessment by being able to “eyeball” your customer’s physical symptoms of Lewy body or Parkinson’s dementia or vascular dementia.

Diminished Capacity: Secrets from a Dementia Expert
The Top Five Dementias: Guiding Your Clients and their Families Down the Right Path
Dazed and Confused: Delirium, Depression or Dementia in your Client?

True Wealth IS Memory Health: Lowering Dementia Risk with Lifestyle Changes

Draw potential clients in large numbers to your firm/bank’s marketing event: NO ONE wants to get Alzheimer’s: the #1 feared illness
Attract the next generation of your clients: Most folks will RUN toward learning how to lower their dementia risk
Increase attendees by offering a “Brain Healthy” food menu! With red wine and dark chocolate as bookendsz

The Top 5 Dementias: How They Present and Affect Your Life

Snap your clients and their families out of “dementia denial,” which delays diagnosis from 2.5 to 6 years
Avoid negative wealth shock (loss of 75% of fortune in 2 years) and related premature death
Become the senior-friendly superstar who beats the competition in topics that cause senior bankruptcy

Dazed, Confused and Financial Errors: Is it the 3 D’s? Depression, Delirium or Dementia?

Become the caring partner of your clients: Dementia is not diagnosed accurately or at all in 50% of all cases
Prevent grieving, lonely widows/widowers and overmedicated seniors from falling prey to senior scams and exploitation from persons they trust
Empower families to recognize symptoms of the 3D’s and what action to take

What is Mild Cognitive Impairment? How Can It Affect Finances and Function?

Lead your community or region by empowering current clients AND drawing in new advisees/customers to understand how someone with mild cognitive impairment (MCI) who is not yet diagnosed with dementia can lose their life savings
Safeguard current and future clients by demonstrating how MCI affects basic monetary skills, financial conceptual knowledge, cash transactions, checkbook management and bank statement management
Prevent bank account or portfolio loss by presenting how MCI affects financial judgement, bill-paying status, knowledge of personal finances and investment decisions

Diagnosis and Management of Alzheimer’s Disease
Mild Cognitive Impairment: What’s a Clinician to Do?
Differentiating Dementias: Alzheimer’s, Vascular, Lewy Body, Parkinson’s, Frontotemporal
Decreasing Your Risk for Alzheimer’s and Vascular Dementia
Behaviors in Dementia: Prevention and Optimal Treatment