"Living in Twilight-Adressing Physical and Cognitive Decline in Our Clients"
Date- January 10, 2012
You must RSVP by January 5, 2012!
Place - Peppermill meeting room for EPCNN usually on the 17th floor unless otherwise announced
Topic - "Living in Twilight - Addressing Physical and Cognitive Decline in Our Clients"
Our Presenter - Keith Klove-Smith
Join Keith Klove-Smith as he addresses professional, personal and the ethical strategies for working wiht the client who:
- Compensates for waning capacity
- Presents differently at various times of day or week
- Varies in sensitivity and awareness
- Is often surrounded by those who enable
- May have testamentary skills yet lacks life-management skills
- Demonstrates momentary insight but may not remember past interactions
- Has strong preferences and few executive functioning skills
Keith Klove-Smith joined Wells Fargo in 2005 and is a Senior Vice President and the National Manager of Elder Services, a strategic business within the Wells Fargo's Wealth Management Group. Keith focuses on the development and coordination of premium wealth and life management services for Wells Fargo's clients. For 17 years prior to joining Wells Fargo, Keith was a Registered Investment Advisor and owner of a fiduciary business that served the trust, probate and guardianship needs of individuals of all ages and gave special focus to the disabled client. Keith has been within the field of finance and social services for over 30 years.
