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Title

Know Your Aging Client

Event Description

We are now upon the largest transfer of wealth in human history encompassing the World War II cohort to the baby boomer generation. This cohort of older adults is also vulnerable to significant cognitive impairment that can affect mental capacities. The Finance Industry is increasingly aware of the need to be alert to questions of capacity and vulnerability to undue influence and exploitation in their older clients.

This presentation will review the underlying principles of capacity assessment and highlight "red flags" for advisors and others involved in wealth management. Dr. Shulman will present a clinician's perspective on cognitive assessment relevant to a wide range of mental capacities. Learn about the impact of dementias on clock-drawing and other commonly used cognitive screening tests and what safeguards should be in place.

SPEAKER BIO:
KENNETH I. SHULMAN, MD, SM, FRCPsych, FRCP(C)
Professor of Psychiatry - Sunnybrook Health Sciences Centre
Dr Kenneth Shulman.jpg

Dr. Shulman graduated from the Faculty of Medicine, University of Toronto. He did his postgraduate training at the University of Toronto and the Institute of Psychiatry in London, England and completed a Master's degree in Health Policy and Management at the Harvard School of Public Health. He is Professor of Psychiatry and the inaugural recipient of the Richard Lewar Chair in Geriatric Psychiatry at Sunnybrook Health Sciences Centre, University of Toronto.

Dr. Shulman has had a longstanding interest in testamentary capacity and other related capacities as well as vulnerability to undue influence and has been qualified as an expert witness in Estate matters in Ontario, Alberta, Texas and Bermuda. Together with colleagues he has published several papers on testamentary capacity and other capacities in international journals and is a frequent presenter at legal and finance continuing education conferences on Estates and Trusts.

Event Type

Career

Education Topic

Private Wealth Management

Start Time

2018-04-18 12:00 PM

End Time

2018-04-18 1:30 PM

Event City

Vancouver

Event State/Province

British Columbia

Event Country

Canada

Event Region

Americas

Location Info

​Four Seasons Hotel
791 West Georgia Street
Vancouver, BC

Speaker

Dr Kenneth Shulman, MD, SM, FRCPsych, FRCP(C)

CE Credits

1

SER Credit

0.00

Member Price

$50.00

Non-Member Price

$65.00

Candidate Price

65.00

Registration

EARLY BIRD FEE - extended until April 6, 2018
REGULAR FEE - applies after April 6​, 2018

Members (and Candidate Members) - Click here to register
Candidates - Click here to register
Non-Members - Click here to register​

All Day Event

 

Recurrence

 

Currency

CAD

Attachments

Content Type: Custom Calendar
Created at 2018-03-06 3:05 PM by info@cfavancouver.com
Last modified at 2018-04-05 2:13 PM by info@cfavancouver.com