Advice. Beyond investing. Speaker Series

Come back regularly for information and insights that help you make better decisions about your finances and your life.

Financial planning in the shadow of dementia
Wednesday, May 31

4:15 p.m., ET
U.S./Canada Toll-free: 888-300-2343
International Toll: 719-457-1506
Passcode: 9112968

According to a National Institute of Health study, 1 in 7 Americans over the age of 70 has dementia.* Although it can be difficult to speak with an aging parent or relative about dementia and financial issues—and just as tough to think about how you’d plan your own finances if you were to suffer from dementia—it’s important to know when and how to face this sensitive topic.

For valuable insights, listen to an important call from Doug Ewing, Director of Advanced Markets with Transamerica. He is also an attorney and Certified Financial Planner. Doug will provide critical information about both dementia and its impact on financial issues, including:

  • The most common signs of Alzheimer’s and dementia
  • What to do if you suspect a loved one has dementia
  • Key financial steps to take when dementia strikes a loved one
  • Important financial tools—like powers of attorney—that can make planning easier

Dan Huth, UBS Head of Sales Strategy and Advice. Beyond Investing, leads the discussion.

Catch up on previous conversations

Is Medicare a mystery to you

Is Medicare a mystery to you?

Rich lessons: Raising financially responsible children

Rich lessons: Raising financially responsible children

Avoid an identity crisis: Learn how to protect yourself online

Avoid an identity crisis: Learn how to protect yourself online

Secure more from Social Security

Secure more from Social Security

Year-end strategies for philanthropy

Year-end strategies for philanthropy

 Living long and living well

Living long and living well

”One in seven Americans age 71 and older has some type of dementia, NIH-funded study estimates,” www.nih.gov, October 2007

This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. Transamerica and UBS Financial Services Inc. are not affiliated.