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ACP Member Meredith Briggs Featured in Barron's and MSN on working with clients that develop dementia

By Lexi Cavazos posted 2 days ago

  
ACP Certified Member Meredith Briggs was featured in this Barron's article titled 'When a Client Develops Dementia, It Can Be a Shock. Financial Advisors Share Experiences.', which was also published in MSN, where she shared her experience working with a client that developed dementia in his 70s and how she implemented tools from ACP, including an Advance Financial Directive for Cognitive Decline, to help monitor for significant changes in client behavior.
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