X
Home   |  News & Events   |  The Fading Client Quandary

The Fading Client Quandary

Apr 08, 2016
   |   
David W. Baer
   |   

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Competent?

May 31, 2016
2:15 P.M. – 3:15 P.M.

FPA NorCal Conference
The Palace Hotel, San Francisco, CA
Speaker: David W. Baer, JD of HARTOG, BAER & HAND[/vc_column_text][/vc_column][/vc_row]

Related Posts

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Comp[..]

Andrew Verriere & Ryan Szczepanik discuss how California courts remain beleaguered by budgetary constraints.

Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity