Financially Prepared
for Alzheimer's
Jack Broyles and Associates is a training organization that specializes in training financial professionals, their clients, and families on the financial aspects of Alzheimer’s Disease and Elder Financial Abuse. We also train advisors how to recognize the warning signs and how to better communicate and work with families affected by these two topics.
The Alzheimer’s Tsunami
Alzheimer’s Disease is like a tsunami that is sweeping across our country at a deadly pace. The likelihood of this disease touching you personally or in your book of business is virtually 100%. This training will cover the costs of the three stages of Alzheimer’s and the steps advisors should take to help clients prepare financially.
Key takeaways:
- The signs and symptoms of Alzheimer’s disease.
- The costs and needs associated with Alzheimer’s disease.
- How to recognize the warning signs of diminished capacity and elder abuse.
- How to protect your practice under FINRA regulations.
Jack also offers a client presentation that can be used for client appreciation or educational events.
