Virtual Roundtable Discussion – Handling Dementia and Incapacity in Wealth Advising

Thursday, May 18, 2023, from 5– 6:30 p.m. ET

Join The UHNW Institute for our next virtual roundtable discussion, which aims to provide financial advisors with the knowledge and resources needed to address the challenges of diminished capacity among aging clients. The session will feature experts who will discuss topics, such as recognizing signs of dementia and the advisor’s role in addressing capacity issues and resources to support aging adults.

Additionally, the discussion will tackle common crises in family systems affected by dementia, including managing family members with differing opinions and addressing financial exploitation.

The event and discussion are only available for UHNW Institute members. Members can register by clicking here.

If you are interested in learning more about joining The Institute or attending this roundtable, please do not hesitate to contact us.


Meet the Panelists:

Moderator – Arden O’Connor, Founder and CEO of O’Connor Professional Group

Panelist – Sam Van Kalkeren, Director of Aging Services at O’Connor Professional Group

Panelist – Kim Kamin, Partner and Chief Wealth Strategist at Gresham Partners

Panelist – James Grubman, Ph. D., Owner of Family Wealth Consulting

PanelistSheila Lawrence, Partner and Senior Client Advisor at Ballentine Partners